1. Access Sales Orders 0:26
Navigate to the Sales Orders section in the system.
Prepare to search for the order using various identifiers.
2. Search for the Sales Order 0:46
Use the following methods to search for the sales order:
Order number (if available)
Equipment ID (to find orders related to a specific machine)
Customer name (to find all orders for a specific customer)
Example: Search for orders under the customer name 'RJ Jan'.
3. Identify the Correct Sales Order 1:17
Review the list of sales orders associated with the customer.
If multiple orders exist on the same day, ask the customer for the date of the order.
4. Access the Invoice 1:58
Right-click on the relevant sales order line.
Hover over the 'Go To' option.
Select 'Sales Invoices' from the dropdown menu.
5. Retrieve the Invoice 2:11
Click on the invoice associated with the selected sales order.
Proceed with any further actions needed regarding the invoice.
Cautionary Notes
Always confirm the customer's details to avoid retrieving the wrong invoice.
Ensure that you have the correct date if multiple orders exist on the same day.
Tips for Efficiency
Familiarize yourself with the search functionalities to speed up the process.
Keep a list of frequently requested invoices for quick access.
Link to Loom
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