Booking an Order into Stock

If you want to book an order into stock, or view the sent order, use the filters as described in Order Filters.

Select the supplier using the drop-down menu on the left;
Then select the status of the order you want to view using the drop-down menu on the right. In this case, select the Placed order.

Book in from placed order, delivery complete

Assuming the order is delivered complete: to book in selected lines from a placed order -

Get the order on screen.
Select Placed from the right-hand filter drop-down.
Highlight the lines you want to work with.
Press the key on the keyboard to book the highlighted items into stock.
The system will ask you to confirm; click Yes to continue.

Tip: To book the entire order into stock quickly, use & to select all, then press the key. However, check carefully before you do this, in case of errors.

Book into stock line-by-line

To book items into stock one item at a time, select the line and press the key.

Part delivery

See Placing / Booking in Partial Orders.

Auto book-in

When this option is enabled, the system will book-in any qualifying orders automatically the first time the Ordering tab is accessed each day.

For a three day example, an order placed anytime on a Monday is booked in on first use of the Ordering tab after midnight Thursday night, so typically this would be Friday morning.

If configured, the system will display and/or print out the items/quantities that have been booked-in.