Create a recurring sales order- On the navigation bar click Sales orders, then click New/edit.
- Enter the required information for the recurring sales order then click Memorise.
- Enter a reference and description, complete the Frequency section then click Save.
TIP: The Frequency section is only available if invoice items are entered onto the order and the A/C box is completed.
Process the recurring sales order- On the navigation bar click Sales orders, click Recurring items then click Process.
- Enter the date up to which you want to process.
- Clear the Include check boxes for any orders that you do not want to process, then click Process.
- To remove these orders from the process recurring entries list, click Yes.
- To leave the orders on the list so that you can process them later, click No.
- Click OK then click Cancel.
To delete a recurring sales order- On the navigation bar click Sales orders, then click Recurring items.
- Click the order then click Delete.
- To confirm the deletion click Yes.
To edit the frequency of a recurring sales order- On the navigation bar click Sales orders, then click Recurring items.
- Click the order then click Frequency.
- Amend as required then click Save.
TIP: If the recurring sales order has already been processed, you cannot edit the start date or the last processed date.
Edit the details on a memorised order- On the navigation bar click Sales orders, then click Recurring items.
- Click the order then click Edit.
- Amend as required.
- If required, to update the prices on the order based on the current data, click Update Prices.
- Click Save then click Cancel.
You can't edit the reference or description of a memorised order. Instead, in Sales Orders click New, click Recall and double-click the relevant order. You can then click Memorise to memorise it again with the new reference and description. You must also re-enter the frequency details.
[BCB:19:UK - Sales message :ECB]
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