Mass Buttons on the Sales Order List
Button Name | Button Description | Suggested Views to Work With |
---|---|---|
Mass Allocate | For all selected orders, GoldFinch will: uncheck the Do Not Allocate field, update allocations for sales lines, and delete allocations for Return Orders or Closed Orders, if any exist. | Ready to Allocate: Orders where the Document Status is Open or Back Order and the Allocation Status is not Full. |
Mass Deallocate | Deletes allocations for the selected orders. | Open or Back Order: Filtered by Document Status. |
Mass Print Confirmation | Prints Confirmation documents for all selected orders. | Open: Filtered by Document Status. |
Mass Create Shipments | Creates shipments for all selected orders. | Create Shipments with Partial Allocation: Orders with Open or Back Order status and Partial allocation. |
Mass Close | Closes all selected sales orders where invoices have been posted for any posted shipments. Be sure to Deallocate these orders before closing. | Open or Back Order: Filtered by Document Status. |
Mass Delete | Deletes all selected sales orders where a shipment has not been created or posted. | Open: Filtered by Document Status. |