To process a clients order:
- Create the invoice and add the products from your completed sales;
- Review and send invoice;
- Receive and enter payment details;
- Print shipping labels;
- Ship goods.
Shipping Labels
It is good practice to Click {Display} to review your invoice before sending.
- Click {Connect} < {Store} < {Invoices} to open the store invoices grid view.
- Select and click to highlight the required client/invoice.
- Click [Shipping Labels] in the Quick Action button group and from drop down list select {Display}, {Settings}.
- Click {Display} to view your shipping label and to then print using your browser send to printer feature.
- If required click {Settings} to match the print output to the labels being used.
- Adjust the printer margins etc and click [OK]
The Search panel opens automatically. Use to search for invoices using the available search filters.
It is a good idea to preview your shipping labels before printing. Use the settings to adjust the print layout to suit the labels you use.
Shipping Goods
- Click {Connect} < {Store} < {Invoices} to open the store invoices grid view.
- Select and click to highlight the required client/invoice.
- Click [Ship Goods] in the Quick Action button group to open the Ship Goods window.
- Select dates if required.
- Click [OK] to save the payment details and return to the invoice list view.
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