WEBMINO Manual
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 Customer Accounts Cash Receipts Point of Sale Compact Point of Sale Closing Sales Cash Drawer Countertop Invoicing Customer Receipts Account Statements AR Analysis Invoice Printing Accounts Receivable Adjustments Invoice Tracking Open Invoice Tracking Selective Billing Order Tracking Quote Tracking Shipping Console Export Chains Consignments Consignment Tracking Billing Contracts Contract Billing Contract Tracking Pmt Request Tracking. Rental Console Quick Sales Search Mobile Invoicing Mobile Customers
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Sales Invoicing

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Chapter 6    Importing an Order or Quote


To import an ORDER, a QUOTE, or a WORK ORDER, click the button.

This opens the document search, and you can use the tools to find the desired document.
If you know the order number directly, you can enter it or scan it in the Direct Document No. field.
Alternatively, click on the information in one of the four columns (type, date, customer code, document) from the left side of the table to select the document in question.



You can view the order in the search window without importing it by clicking


You can import a document into another document, e.g., a quote into one order, an order into another order, or a quote into another quote.
Apart from invoices, these documents are not subject to the same rules.

The document will be imported into an INVOICE according to the following rules:

- For an ORDER, items that are not invoiced or are on backorder (B/O) will be imported.
- If the DISTRIBUTION QUANTITY CONTROL option in the operational behavior is active, only B/O items with a physical quantity available will be imported.
- Comments and notes are exempt from these rules.

If a warehouse already exists, a "List of Warehouses" section will appear on the left, allowing you to view the warehouses received.


The PURCHASE HISTORY button allows you to switch the invoice to history mode (the items are replaced by a table of the last 500 purchases with the price and discount for this customer).
If the button is clicked, this item will be added to the invoice at the price paid in the history. The invoice can also be viewed by clicking the number. To return to the invoice, click the Return to Invoice button.