Entries - Applied Orders


Overview

Applied Orders allows for an entry to be applied to an order. An entry must be created before completing the applied order.


For more on creating an entry, see Entries-Creating a New Entry.

For more information on using entries and applied orders, see FAQ-How do I Process Customer Credits and Refunds?


To Navigate to Applied Orders:

Step      Action

  1.        Select {Accounting} and then select the Entries tab. 

  2.        Hover mouse over Entry # order needs to be applied to and select the pencil icon that 

             appears. The Entries edit page will appear.  

  3.        Scroll to the bottom of the Entries edit page to the Applied Orders section.


Adding an Applied Order

Step     Action 

  1.       Select {New} under Applied Orders. An Add Order modal window will open.


   Note: The Add Order results will be filtered by Customer Name automatically as that field 

   is pre-filled based on entry selected.

  2.       Select order item to be added by checking box to the left hand side under Number column. 

            Note: The Entry can only be applied to one order at a time.

  3.       Select {Add}. A New Applied Order modal window will open for the previously selected order.

              Note: The full amount of the entry will be pre-filled but can be adjusted manually.

  4     Select {Save}. A results window will pop-up confirming the order and amount applied to the 

           entry. 


           Note: The Entry Adjustment will now be visible on the Order view page.


Deleting an Applied Order

Step     Action

  1.       Select entries under Applied Orders to be deleted by checking boxes on 

            the left-hand side. All entries can be deleted by checking box to left 

            of {New} under Applied Orders.

  2.       Select {Delete}. A window will pop-up to confirm selected items to be deleted.

  3.       Select {OK} to delete selected items. A results window will pop-up to indicate

             the selected applied orders deleted.



Watch Making an Entry