A - Invoice/Order Entry

Menu Path from Main Menu

A or M-G-F1

Overview

The Invoice/Order Entry menu lets you create:

• Sales orders

• Invoices

• Credit invoices

In Orion, the point of sale function is split into two parts. Initially a sales order is created, which commits inventory from the inventory file and moves it from on-hand to committed. A sales order can be saved and then reopened multiple times and modified as needed. Once a sales order is completed and all items on the sales order have been finalized, it can be turned into an invoice. Once the sales order has been turned into an invoice, the inventory is removed from committed and is no longer available in the system.

An invoice can be...

• Reopened as a sales order by using M-G-U Undo an Open Invoice

• Voided by using M-G-F2 Void an Open Invoice

• Reprinted by using M-G-F3 View/Reprint and Invoice or from G-F5 Account History

If a customer is returning parts, then a credit invoice can be created by entering negative order and shipping quantities on a sales order. This will put the items back into inventory and credit the customer's account.

It is possible to add new customers and new parts via the order entry screen. This prevents the user from having to exit an order to perform these functions.