Like most orders waiting to be fulfilled, are the orders
with packing slips, however have not been invoiced yet by Personify. The use
of the Packing Slip & Invoice can be unique to the organization. One is
usually added to the box and the other is sometimes attached to the outside.
Orders ready to be invoiced can also be shipped from this screen as well,
depending on job duty.
This is done based upon two buttons:
·
Generate Invoice
·
Generate Invoice and Mark as Shipped
When fulfillment is completed by two job duties (one to
pack, and one to ship) then the buttons are used separately. If the
fulfillment process is completed as one action (one packing & shipping)
then only the Generate Invoice and Mark as Shipped button used.
Below is a diagram to show when the buttons are used in
conjunction with actions or processes.
Generate Invoice
Using the Generate Invoice button will create an
invoice and mark the order ready for shipping.
1. To do so, multi
select all lines of the detail using the Shift or Control keys.
2. Click the Generate
Invoice button.
This advances the order to the Orders Ready for Shipment
tab. An invoice will generate for each order you have selected. They will be
matched with the boxes sometimes inserted with the order prior to shipment.
Below is a sample invoice.
Generate Invoice & Mark as Shipped
Using the Generate Invoice & Marked as Shipped requires
and added piece of information. This involves the tracking number for the
order.
1. Update the Tracking
Number for each line of the order. This can be copied and pasted into the
proper field.
2. Multi select all
lines of the detail using the Shift or Control keys.
3. Click the Generate
Invoice and Mark as Shipped button. The invoices will print as one report
and will then be separated into their respective orders.
