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How to Finalize an Order

When your customer returns to your store in order to pick up the item you’ve set aside for them, you’ll need to finalize the order. It can be done from Order or the Contact/Co. Modules. Here’s how to proceed:

When finalizing an order the invoice type will switch from Order to Invoice. At that point, the customer is free to add additional items to purchase.

From the Order Module

  • In the Order module, find your customer’s order in the list of orders.
  • Right click on the order and choose Finalize Order. Confirm by clicking OK.
  • In the Invoice module, confirm that you have on-hand all items listed in the invoice. If it includes serialized type items, make sure to scan them.
  • Finalize the invoice. Do not forget to charge this one if a balance remains unpaid or if it has added other products to the transaction.

From the Contact / Co. Module

  • In the Contact / Co. module, find your client and click on the Order tab.
  • Find the order, right click on it and click on Finalize Order.
  • Confirm by clicking OK.
  • In the Invoice module, confirm that you have on-hand all items listed in the invoice. If it includes serialized type items, make sure to scan them.
  • Finalize the invoice. Do not forget to charge this one if a balance remains unpaid or if it has added other products to the transaction.
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