Documents
Page: Orders >> Orders >> [order] >> DocumentsFor each order, it is possible to generate various documents, such as invoices, packing slips, and credit notes. You can create documents with the following methods:
- Running the batch command Create and print documents... for the table of orders.
Use batch commands to create and print packing slips and invoices. In addition, the displayed status can be changed in the dialogue as well. The documents created in this manner are added to the document list of the corresponding order.
- Create the documents in the details of an order on the Documents tab
The Documents tab becomes active when you are not in Edit mode for an order. The number shown in brackets after Documents shows the number of documents which have been created for the current order.
For more information about document details, see Document details.In addition to printing, you can display every document in PDF format and send it via e-mail.Take note of the following information when working with order documents:
- You can only delete documents which have not been finalised. Finalised documents cannot be selected and therefore cannot be deleted.
- Changes in amount or deleting line items affects the document but not the order itself.
- Changes in the order only affect documents that are created after the changes have been made. Documents that were created before the changes were made remain unchanged.
- Changes made to quantities in the documents do not affect inventory levels.
Note: When printing via the browser, depending on the browser settings, disruptive headers and footers (such as page number, Internet address, date) may also be printed. You can change these settings. For Firefox, click File >> Page Setup in the menu bar. This has a Margins & Header/Footer tab. The values entered here are printed on every page printed via the browser. If you do not wish to print any of this information, simply delete the entries in the two fields.