Biz School

Created with Sketch.

How can we help?

  1. Welcome to Bizuno-U
  2. FAQs
  3. Quick Start
    1. Installation
    2. Configuration
    3. Your Dashboards
    4. Your First Product
    5. Your First Purchase
    6. Your First Sale
  4. Working With Bizuno
    1. Navigation
    2. Dashboards
    3. Currencies
    4. Locale
    5. Settings
  5. Users Guide
    1. Customers
      1. Manager
      2. CRM Manager
        1. Promotion Manager
      3. Sales Manager
        1. Request for Quote
        2. Sales Order
        3. Sale
        4. Credit Memo
      4. Prices
      5. Amazon Interface
      6. Order Fulfillment
      7. Returns Manager
      8. Reports and Forms
    2. Vendors
      1. Manager
      2. Purchases
        1. Request for Quote
        2. Purchase Order
        3. Purchase
        4. Vendor Credit Memo
      3. Prices
      4. Reports and Forms
    3. Inventory
      1. Manager
        1. Accessories
        2. Attributes
        3. Images
        4. Options
        5. Vendors
      2. Assemblies
      3. Adjustments
      4. Build Manager
      5. Inventory Bulk Edit
      6. Receiving/Inspection
      7. Reports
    4. Banking
      1. Customer Receipts
      2. Customer Refunds
      3. Vendor Payments
      4. Vendor Payments - Bulk
      5. Vendor Refunds
      6. Account Register
      7. Cash Reconciliation
      8. Reports and Forms
    5. General Ledger
      1. GL Manager
        1. Intuit Online Payroll
      2. Budgeting
      3. Reports and Forms
    6. Quality
      1. Document Control
      2. Quality Manager
      3. Maintenance Manager
    7. Tools
      1. Shipping Manager
      2. PhreeForm - Reports/Forms
      3. OpenCart Interface
      4. PrestaShop Interface
      5. WooCommerce Interface
      6. Google Interface
      7. Image Manager
      8. Translator Assistant
      9. Import/Export
      10. Backup/Restore
    8. My Business
      1. Profiles
      2. Employees
      3. Fixed Assets Manager
  6. Administrators Guide
    1. Module Settings
      1. Bizuno Settings
        1. SMTP Configuration
      2. Contacts Settings
      3. Inventory Settings
      4. Payment Settings
      5. PhreeBooks Settings
      6. PhreeForm Settings
    2. Extension Settings
      1. Multi-Store Extension
      2. Service Builder - Job Templates
    3. Security
      1. Data Encryption
    4. Roles
    5. Users
    6. Maintenance
      1. Protecting Your Business Data
      2. Backing Up Your Data
      3. Restoring From a Backup
    7. Reloading and Importing Reports and Forms
    8. Using Barcode Scanners
    9. Importing and Exporting
      1. Importing Contacts – Customers and Vendors
      2. Converting from Another App
      3. Converting from PhreeBooks
  7. Advanced Topics
    1. Working With Taxes
    2. Fixing Trail Balance is Out of Balance Errors
    3. Editing Reports and Forms
    4. Entering a Vendor Deposit
    5. Entering a Customer Deposit
  8. Tutorials
    1. Mastering Price Sheets
    2. Translating Bizuno
  9. Technical Stuff
    1. Developer Information
    2. Bizuno API
    3. Adding New Themes
  10. More Resources
    1. Glossary
  11. Confirm Shipments
  12. Downloading Orders
  13. Reconciling Payments
  14. Uploading Inventory

Order Fulfillment #

Overview

The order fulfillment module alters the Customers -> Orders function to ship open sales orders. This module is helpful for shipping departments where limited order details are desired.

Installation

From the menu, navigate to: 
My Business -> Settings -> Customers tab and press the Install button on the Order Fulfillment module section. You may need to log out and back in to reload the cache and register the module and initialize.

Security and Permissions

Once installed, access permissions must be set at the role level before users can access the module. Access levels for this module: 

None – No access, module does not appear in the menu
Read Only – Users can pull up an open sales order to view but cannot save it.
Add – Users can pull up, fill open sales orders, and save them as sales/invoices.
Edit – Same rights as Add, since this module doesn’t have a manager. There is no place to edit a sale once it has been created.
Delete – Same rights as Add. Deleting a sale/invoice must be made through the Customers -> Sale manager. 

Settings

This module does not have any user settings.

Usage

Tip: To start over if the wrong Sales Order was selected or to reset the Sale Form, press the Clear button and you will be returned to the Search screen.

  1. From the menu, navigate to Customers -> Order Fulfillment
  2. Enter (or scan) a sales order from the Search input field. A list of matching sales orders will be displayed.
  3. Select the  sales order to process. Bizuno will retrieve the order and populate a modified version of the order screen. Most fields will be filled out in advance.
  4. Double click on the item rows and enter the quantity of each line item to deliver. Partial shipments are allowed if the order will not be filled completely or filling the balance of an already partially shipped order. Optionally, add any notes associated with the line items, e.g. serial number, lot codes, product conditions, etc.
  5. Review the remaining settings on the screen and make any necessary changes.
  6. Press the Save button (or Save and Print if you want to send a copy of the invoice to the printer or email to the customer) 

TIP: The search results list will be restricted in length to your default settings of your manager tables (20 by default). It’s best to use either the customer name or sales order number when searching to limit the number of results.

Removal

From the menu, navigate to: 
My Business -> Settings -> Customers tab and press the Uninstall button on the Order Fulfillment module section. You may need to log out and back in to reload the cache and register the module and initialize.

Caution: Users currently logged in and with permissions set will still see Order Fulfillment in the menu. The menu item will not be removed until they log out and back in.

Help Guide Powered by Documentor
Suggest Edit