After an order request is added to a purchase order, the inventory status bar displays the ETA information for each product and its related purchase order.Any products not reserved are converted to order requests when the order is saved, until they are compiled onto a purchase order.Clicking the Reservation button on an order reserves an available product, if your company preferences are set to allow products to be reserved.If the order is saved, any unreserved product becomes an order request, which is compiled onto a purchase order with other order requests for products that are purchased at the same supplier. An order can be converted into an invoice, which releases any reserved inventory, or directly into a purchase order, which is required to receive the product into inventory.
Print packing slip has options for choosing the products from the quote to include on a printable packing slip.Īn order in OnSite has two functions: it reserves available inventory for a customer so it no longer shows as available, or it requests products to be brought in from a supplier on a purchase order. Post Payments marks any deposits on the quote as posted, a status necessary in the accounting export workflow. Convert to SRO adds the quote's products to a new SRO. Email Web Store Link pastes the quote and a link to your installed Web Store, which enables the recipient to link to a pre-populated cart in your Web Store. #Lightspeed onsite post invoice update
From the Action gear of a quote you can update sell and cost, which modifies the quote's selling prices and costs to those updated in each product's card. Quotes can be converted into invoices or orders. A quote displayed in OnSite contains the costs and prices of each product, but the printed document displays only the prices. About quotesĪ quote has basic information about a set of products that is associated with a customer. Find out about the four types of OnSite sales documents: quotes, orders, service repair orders and invoices, what they do and when you use them.
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