Order - Changing Order Status to Post/Void


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

To Post a Single Order

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


Step      Action

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

  2.        Use search filters to locate desired Order. Select an Order# to open the order's view page.


  3.        Hover mouse over Action menu and select {Post} from the drop-down. 

   

              A pop-up window 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 {Quotes/Orders}. The page will open on the Quotes/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

Note: An Order cannot be voided 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)


Step      Action

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

  2.        Use search filters to locate desired Order. Select Order Number to open the order's view page.

  3.        Hover mouse over Action menu and select {Void} from the drop-down. 

     A pop-up window will confirm the order has voided.

             

             Note: Once an order has been voided, the Email Invoice and Print Invoice options will no 

             longer be visible under the Actions drop-down.