Process orders sub-task list

Note: From Orders, select Process orders.

All order processing stages except Ship orders generate printed output, and this generated data is separate from Orders reports. Regardless of whether you generate printed data, each order must proceed through the stages defined for its specific order type.

These are the order processing stages:

Print quotes

(Used only with pro forma orders) Select to open the Print quotes window used for generating selected sales quotes. The Print quotes option is for printing only; it does not affect product inventory or account status. You can generate sales quotes and then e-mail, fax, or mail the quotes to customers requesting them.

Convert quotes

(Used only with pro forma orders) Select to open the Convert quotes window used for converting pro forma order quotes to actual product orders. The Convert quotes order stage is the second order stage following Print quotes for pro forma orders.

The Convert quotes stage automatically converts pro forma orders to an actual order with the appropriate order type. You specify which order type pro forma orders convert to in the Convert to Order Type field on the Order Status Defaults window (from Orders, select Set up module, and click Order Staging). A converted order then reenters the staging process at the correct order stage defined for that order type.

Print pick list

Select to open the Print pick list window used for generating an itemized product list known as a Pick List. A Pick List sorts items by warehouse location and product. Separate print lists print per bin if you are using bins.

Print shipping papers

Select to open the Print shipping papers window used for generating a shipping paper known as a Packing Slip. These shipping papers, which detail an order's contents and 'Ship to' information, are packaged with each product shipment.

Ship orders

Select to open the Ship orders window used for recording actual shipping dates, shipping methods, and shipped quantities of orders. The Ship orders processing stage is the only order processing stage that does not generate printed output.

Invoice orders

Select to open the Invoice orders window used for posting (invoicing) selected order sales transactions to AR/Cash. Invoicing an order generates an order Invoice. You cannot edit or delete orders once you invoice them.

Close orders

(optional) Select to open the Close orders window used for marking COMPLETED orders as CLOSED.

Manually release backorders

Select this option to open the Manually release backorders window used for releasing orders with a BACKORDER status. This reverses the BACKORDER status and removes the backorder from the queue of orders awaiting inventory. The order is returned to the appropriate order processing stage automatically unless shipping papers have been generated.

You can release backorders manually even if the Automatic Backorder Processing option is enabled on the Backorder Processing window (from Orders, select Set up module, and click Backorders).