Moving Sales Orders from the Staging Stage to the Next Stage

Moving Sales Orders from the Staging Stage to the Next Stage

Overview  

The following video explains how to move sales orders from the Staging stage in the Sales Invoice Manager. There are step-by-step instructions below the video.


Steps 

  1. Focus on the Staging stage.
  2. Select the sales order, or sales orders, you wish to move.
  3. Click on the Actions button.
  4. Select Move Next.
  5. The sales order(s) will be moved into the next stage, in this case Picking, unless they have payments that have not been authorised, in which case they will move to Authorise Payment.