In DocketManager, posting an order means the order is ready to be invoiced. Posted orders are locked from changes and are included in the accounts receivable and calculated sales values. (To read more about accounts receivable, see Accounting - Accounts Receivable



Posting Orders 


Orders can be posted from the Order View page or the Order tab.

Note: An Ordecannot be posted without an Invoice Date and Approved Total. 


To Post a Single Order From Order View page

From the Order View page, hover mouse over Action menu and select {Post} from the drop-down.



A pop-up will confirm the order has posted.


To Post a Single Order From Order page

Step      Action             

  1.        Select {Orders}. The page will open on the Orders tab.

  2.        Use search filters to locate desired Order. 

  3.        Hover mouse over vertical ellipses for the order and select Post from the drop-down.


 

A pop-up will confirm the order has posted.


To Post Multiple Orders

Note: Orders cannot be posted without an Invoice Date and Approved Total


Step      Action

  1.        Select {Orders}. The page will open on the Orders tab.

  2.        Select {Unposted} from the status field and then select {Search}. The page will refresh with 

             unposted orders only and the option to action as {Post} will be visible.

  3.        Select orders to action by checking boxes to left-hand side of Order#. Select {Post}. A pop-up 

             window will confirm orders were posted successfully.

  


To Void an Order

Orders can be void from the Order View page or the Order tab.


Note: An Order cannot be void if it has payments on it. The payments must first be deleted before voiding the order. (To delete a payment, see Payments - Deleting a Payment)


To Void a Single Order From Order View page

From the Order View page, hover mouse over Action menu and select {Void} from the drop-down.



A pop-up will confirm the order was voided successfully.


To Void a Single Order From Order page

Step      Action             

  1.        Select {Orders}. The page will open on the Orders tab.

  2.        Use search filters to locate desired Order. 

  3.        Hover mouse over vertical ellipses for the order and select {Void} from the drop-down.


 

A pop-up will confirm the order was voided successfully.