Closing Sales Orders

Closing Sales Orders

 In the Web app

There are two ways to close sales orders in the Web app:

Option 1. Go to Sales → Sales Transactions, locate the sales order you want to close, click its reference number, then     and select Close.

Option 2. Go to Sales → Sales Transactions and find the sales order you would like to invoice. Click and select Close. 

 You can also partially close a sales order manually by checking the Closed checkbox in the sales order item lines on the Edit Sales Order window. See also Reviewing Sales Orders in the Web App.



 Closed sales orders cannot be edited, picked and packed, or invoiced but they can be re-opened by doing exactly what is described above but selecting Open instead.

On the Mobile Device

In the Android app

There are two ways to close a sales order in the Android app:
  • In the Customer Center, highlight a customer and tap Customer Orders. You will see a list of all orders from this customer. Look in the list or search by order number to locate the one you want. 
  • In the Customer Center, tap Open Orders to see a list of all existing open orders from all customers. From here, you can use search, sorting, and filtering to locate the order you want.
Once you’ve found the desired sales order, you can review or edit it by highlighting the order and pressing Edit. You can change order details, product quantities and rates, add or remove products from the order.
You can manually close the order by checking the Closed checkbox.



 Closed sales orders cannot be edited, picked and packed, or invoiced 

In the iOS app

Go to Sales → Customers → tap the necessary customer, then tap Sales Orders in the pop-up window. In the Sales Orders screen, select the necessary order(s) and tap Invoice in the bottom-right corner of the screen. 
Once you’ve found the desired sales order, you can edit it by tapping the order and then Edit. 
You can manually close the order by tapping the order in the list and tapping Close in the pop-up window.

 Closed sales orders cannot be edited, picked and packed, or invoiced 






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