Under the Orders menu, there are options for List & Add
Shows all current orders – Up to 200
The Status column will indicate the status of the delivery
- Entered: An order has been created
- Printed: Direct Tap has printed the invoice for order delivery
- Delivered: Direct Tap has successfully delivered the order
Clicking the little arrow next to Details will give you a few action options for that order:
This will allow you to view all of the details on that order. Where the product is being shipped to and any logged actions to that order. For example, who entered the order, made any edits to the order and who printed the order.
This will allow you to download a pdf copy of the DOC60.
You can email a digital copy of the DOC60 directly to one of your customers. Type in the email address of who you would like to send the DOC60 to, the body of your email then click on the “email” button at the bottom of the window. This email will come from firstname.lastname@example.org
If the order has not yet been printed and is still in the “Entered” status you are able to make edits to your order, as soon as the order is printed no edits can be made to an order.
If the order has not yet been printed and is still in the “Entered: status you are able to void your order, as soon as the order is printed you will not be able to void the order.
Allows a user to create an invoice (Doc60) or return (Doc55)
Allows a user to search an invoice by invoice number or cheque number
As discussed above, clicking on “Details” will give more information and options