The Issue stage is the final stage in the Sales Invoice Manager and sales orders are moved into this stage normally after they have been shipped. Issuing a sales order will update stock records including quantities, accounts and the customer statement. The sales order will then move to the Archive stage. The video below explains how to do this and there are step-by-step instructions below the video.
Steps
Focus on the Issue stage is the Sales Invoice Manager.
Green select all the sales orders you wish to issue.
Click on the Actions button.
Select Issue Invoice.
This action updates your customer statement, stock value, stock levels and accounts are all updated.
There will be a popup 'Please Wait' window whilst KCC processes the orders.
This will update stock records including quantities, accounts and the customer statement. The sales order will then move to the Archive stage for the current quarter.
Overview Once a credit note has been printed, you then need to issue it. Once it has been issued the credit note will appear on the customer's statement screen and can then be used. A step by step guide can be found below the video. Steps Open Sales ...
Overview The video below explains the process of issuing a sales invoice and what happens behind the scenes within the accounts and stock records areas of the system. A list of the areas affected is below the video. Notes/Caveats The following areas ...
Overview The following video explains the despatch process and how to use the Sales Invoice Manager. There are step by step instructions below the video. The Despatch Process Step By Step: Go to [Despach | Sales invoice Manager]. This process assumes ...
Overview The below will show you how to edit sales orders in Sales Invoice Manager. Usage Open Sales Invoice Manager. Locate the order you wish to edit. If the order is in a non-editable stage, drag and drop the order into Staging. Open the order and ...
Problem Sales orders generated by the Shopify POS Channel going straight to Issue? Cause This is the expected behaviour for POS orders as POS orders are placed after the item has already been sold, paid for and given to the customer. With this the ...