Parts > Sales > Invoice
After selecting the customer or account number and the parts as required, select ‘Deliver’.
The customer order screen will be displayed.
Within the Customer Orders window, parts can be ordered if stock is unavailable.
If the parameter in Distribution > Parameters > General > Default unavailable parts to lost
sale is ticked then unavailable parts will be automatically flagged as a lost sale. This can be
amended if required.
Available parts will default to being reserved, unavailable parts will default to the first of the
four order types i.e. Stock.
If all unavailable parts are to be moved to another order type i.e. from Stock to VOR the radio
button above the order type can be selected, this will move the required quantities and
recalculate the issue price based on the Sales Discount Parameters.
Any quantity held under ‘Reserve’ will not be affected when using the radio buttons. Any
changes will need to be made manually in this instance.
All parts can be changed from Reserve to Stock or to any order type required. If any manual
amendments are made the ‘Recalculate Price’ button must be selected, and the new nett
prices will be calculated for the parts, based on the Sales Discount Parameters.
Once the prices have been recalculated, the ‘Accept’ button can be selected and the
customer order will have been created.
The customer order can be found in Allocate Orders. (Please refer to Allocate Orders)
Ordered parts will not be available in pick control until receipted into stock.