Invoice/Cash Sale/Refund Finder Follow

The Invoice/Cash Sale/Refund Finder retrieves its data from all sales orders saved in the system and is used to open specific sales orders.

After specifying the criteria in the fields above and clicking the Find Now button, use the following table to help understand the data shown in the grid.

 

Column Name Column Description

Order # Displays invoices, refunds, and/or cash sale numbers. For details on order number formatting, see step 3 in Branch Procedure and the Notes on Document Number Formatting.

Type Displays I (invoices), C (cash sales), or R (refunds).

Branch ID Displays the abbreviated name of the branch where the order was last saved.

Date Displays the date when this order was last saved.

Total Displays the total amount of the order.

Bill To Name Displays the name of the customer/organization to be billed.

Bill To Address Displays the billing address of this customer/organization.

Ship To Name Displays the name of the customer/organization where products/services are to be shipped/installed.

Ship To Address Displays the shipping address of this customer/organization.

Phone Displays the primary phone number of this customer.

VIN Displays the Vehicle Identification Number of the vehicle onto which auto glass parts are to be installed.

WO# Displays the work order number, if available, associated with this order.

License Displays the vehicle�s license plate number.

Vehicle Displays the year, make, model, and style of the vehicle onto which auto glass parts are to be installed.

Warranty Displays whether or not this was a warranty job: Y (Yes) or N (No).

CSR ID Displays the Customer Service Rep who took the order.

Printed On Displays the last date on which the invoice, cash sale, or refund was printed.

Completed Displays as checked if marked completed on the General Info tab or the Daily Scheduler.

 

Scroll down the list to find the record(s), highlight it (them), and then select one of the following options:

      Click the Select Order button to open and edit the highlighted records.

      Click the Export to Excel button to export the grid to a MS Excel spreadsheet.

      Click Print List to Print a Finder List or generate a Customized Finder List.

                                    Click the Delete Order(s) button to delete the highlighted records.

 

Search Criteria

Start Date - In the Start Date field, use the drop-down calendar to enter a starting date from which to filter all invoice, cash sale, and refund orders.

End Date - In the End Date field, use the drop-down calendar to enter an ending date from which to filter all invoice, cash sale, and refund orders.

Order # - In the Order # field, enter the order number of the invoice, cash sale, or refund order.

Man Inv - In the Man Inv field, enter the manual invoice number.

Customer - In the Customer field, enter the account customer name.

Insurance - In the Insurance field, enter name of the insurance company.

Phone - In the Phone field, enter the phone number associated with the invoice, cash sale, or refund order.

Vehicle - In the Vehicle field, enter the year, make, model, or style of the vehicle.

VIN - In the VIN field, enter the vehicle identification number of the vehicle.

License # - In the License # field, enter the license plate number of the vehicle.

All Fields - In the All field, enter any keyword associated (first name, vehicle year, odometer number, etc.) with the order.

Type - In the Type field, use the drop-down menu to select an order type to limit the search.

PO - In the PO field, enter any purchase order number associated with the invoice, cash sale, or refund order.

Branch - In the Branch field, enter the Branch Name or Branch ID of the branch in which the invoice, cash sale, or refund order was last saved.

WO# - In the WO # field, enter the work order number associated with the invoice, cash sale, or refund order.

Claim # - In the Claim # field, enter the insurance claim number associated with the invoice, cash sale, or refund order.

Policy #

CSR

Source

Completed

 

Have more questions? Submit a request

Comments

Powered by Zendesk