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Help with orders & invoice matters.
How to create return with item restock to primary bin location
How to create return with item restock to primary bin location Step 1: Create a quick order. Add item and change qty to -ve value. Step 2: Then select "PICKUP" as a shipping method. Step 3: Click on "Proceed and Invoice" button. ![](https://storage.c
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Create a quick sale order
Step 1: Go to Sales > Sale Orders, then click Quick Order button on the top right window. OPTIONAL Step 2: Select "Customer". Option 1: Use the Default Address. Option 2: Search the existing customer by company or name. Option 3: A
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How to mark order as processing?
To mark the order as processing, you do so by generate an invoice for the order. Go to the order's view page. Click "Generate Invoice". Click "Confirm". The status of the oder will be changed to Processing
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How to edit order's addresses?
Go to order's view page Click on "Edit" button Click on "Edit" button Make your changes and click "Save Order"
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How to hold an order?
Hold an Order Sales -> Sales Orders Go into Order View page Select "Hold" from "Status" dropdown Un-Hold an Order Sales->Sales Orders. Go into Order View page. Select "Un-Hold" from "Status" dropdown. When order is on-hold: You will not be able to include the order in a manifest. All parcels created for the order will be marked as "hold".
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How to verify sales orders?
Verify Sales Orders address and approve the order. Step 1: Go to Sales > Search Order Step 2: Click on "To Review" tab to view all orders that need to verify. Step 3: Check the "Reaso
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How to export sale order?
Step 1: Go to Sales > Search Orders Step 2: Use search filter to search for orders you want to export. Step 3: Option 1: Export s
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How to force complete order?
Go to Sales->Sales Orders Locate the order you want to force complete Select "Force Complete" from "Status" dropdown This will update the order status to complete. Note: Order status and/or shipment will not synced to channel after you force complete the order.
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How to set default channel for quick order?
Go to Settings->Sales Settings Select the channel under "Default Quick Order Channel" Click Save Changes
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Create quick order with auto pick
Auto picked products from primary location after quick order created Step 1: Go to Sales -> Quick Order Step 2: Select customer and items Select customer by using search customer Select item by scan barcode or enter SKU Step 3:
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