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 Order cannot 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.
To Delete Voided Orders
Step Action
1. Select {Orders}. The page will open on the Orders tab.
2. Use the search filters by Status and search for Void.
3. Use the checkboxes to select the voided order(s) you wish to delete. Select the Delete button.
A pop-up will confirm the order(s) was deleted successfully.