Every order must have an INVOICE printed for it. This will be kept for our records. The purpose of the invoice is for our records to be sure that it was picked correctly and verified as well as having the customer sign as acceptance of the order and pricing on the invoice. This avoids issues when customers claim they didn’t receive product, the price they were billed was incorrect and helps us in the event of inventory discrepancies.
The document must say INVOICE on the top. It is not acceptable to use a QUOTE. It must be the document that has INVOICE printed on the top.
There is a spot on the top right of the document for the person that checks the order to put their initials.
Search Bar: OEET
Menu: Sales > Entry > Order
Bookmark: OEET – Order Entry
Click <PRINT> at the top of the Order Entry screen. If you don’t see Print click on the 3 dots to the right.
Pick Ticket (document that says INVOICE on it)
Click in Order # and type in the order number.
Check <Counter Invoice> for Will Call <Packing List> for Delivery
The printing information should fill in correctly to Print. This should default and, in most cases, does not need to be manually changed.
Click <SUBMIT>