a zebra printer for shipping labels. <\/li><\/ul>\n\n\n\nB) Invoice dispatch<\/h4>\n\n\n\n
If you do not use e-mail automation, we recommend sending invoices to customers manually by e-mail.<\/p>\n\n\n\n
C) Order imports<\/h4>\n\n\n\n
You can also set the interval for automated order imports<\/strong>. Each imported order is automatically created as an order in reybex.\u00a0<\/p>\n\n\n\nOrders<\/h2>\n\n\n\n
Open the transaction Sales documents [SAL05]<\/strong> -> click on the empty field below Label <\/strong>and type in “order” to filter by this term. Now all open orders are displayed (unprocessed orders without delivery note\/invoice). Orders with a delivery block are not displayed. If you want to see the orders with delivery block, remove the filter in the column Delivery Block <\/strong>(click on yellow x<\/strong>).<\/p>\n\n\n\nThere are 3 ways to process your orders.<\/p>\n\n\n\n
Option A – including careful checking of the data<\/h2>\n\n\n\n- Mark the order with a checkmark -> click on Edit <\/strong>(pen button).<\/li>
- Pay attention to the following:<\/li><\/ol>\n\n\n\n
- Delivery block<\/strong> set?<\/li>
- Tab Recipient<\/strong>: Is the address filled in correctly?<\/li>
- Tab Conditions<\/strong>: Are the shipping details correct?\/ Does the payment status equal completely paid? <\/li><\/ul>\n\n\n\n
3. If everything is correct, click on New <\/strong>(green plus button) -> select the desired document type for further processing -> click on OK<\/strong><\/p>\n\n\n\nOption B – fast, without shipping label printing<\/h2>\n\n\n\n- Mark the order with a check mark -> click on New<\/strong> (green plus button).<\/li>
- Select the desired document type -> click OK<\/strong><\/li><\/ol>\n\n\n\n
Option C – fast, with shipping label printing, edit several at the same time<\/h2>\n\n\n\n- Mark the orders with a checkmark -> right click on one of the marked orders > click on Send<\/strong><\/li>
- Select the desired receipts\/documents\/labels -> click OK<\/strong><\/li>
- In the automatically generated report you can see for which orders the further processing was successfully created. If you are working in a browser, reybex will now create a PDF for download for each document type and for each label (if selected). If that\u00b4s not happening, check out your browser settings regarding Popups.<\/li>
- Pack the parcels according to the delivery notes and ready for dispatch. Delivery notes and labels are printed in the same order.<\/li><\/ol>\n\n\n\n
Transfer invoices to the financial accounting<\/h2>\n\n\n\n- Open the transaction Financial accounting transfer [SAL11] <\/strong>> choose the required documents with a checkmark.<\/li>
- Click on the white button PDF Export<\/strong> or Excel Export<\/strong> or<\/em>:<\/li>
- If you use the financial accounting feature in reybex, click on transfer to finance<\/strong> (green arrow button).<\/li>
- You can now find the documents transferred to the financial accounting in the transaction General Financial Postings [FIN06]<\/strong>.<\/li><\/ol>\n\n\n\n
NOTE: <\/strong>To get an overview regarding unpaid\/partially paid invoices, open the transaction Open items <\/strong>[FIN07<\/strong>]. If you are using the complete financial accounting system in reybex, settled invoices are listed in the transaction Clearing\/Matching [FIN08]<\/strong>.
Take a look at our article Transfer documents and credit memos to financial accounting<\/strong>to find out more about prcessing bills to financial accounting with reybex.<\/p>\n","protected":false},"author":3,"featured_media":0,"parent":0,"menu_order":0,"template":"","format":"standard","manualknowledgebasecat":[563,567],"manual_kb_tag":[],"_links":{"self":[{"href":"https:\/\/docs.reybex.com\/en\/wp-json\/wp\/v2\/manual_kb\/4200"}],"collection":[{"href":"https:\/\/docs.reybex.com\/en\/wp-json\/wp\/v2\/manual_kb"}],"about":[{"href":"https:\/\/docs.reybex.com\/en\/wp-json\/wp\/v2\/types\/manual_kb"}],"author":[{"embeddable":true,"href":"https:\/\/docs.reybex.com\/en\/wp-json\/wp\/v2\/users\/3"}],"version-history":[{"count":3,"href":"https:\/\/docs.reybex.com\/en\/wp-json\/wp\/v2\/manual_kb\/4200\/revisions"}],"predecessor-version":[{"id":6805,"href":"https:\/\/docs.reybex.com\/en\/wp-json\/wp\/v2\/manual_kb\/4200\/revisions\/6805"}],"wp:attachment":[{"href":"https:\/\/docs.reybex.com\/en\/wp-json\/wp\/v2\/media?parent=4200"}],"wp:term":[{"taxonomy":"manualknowledgebasecat","embeddable":true,"href":"https:\/\/docs.reybex.com\/en\/wp-json\/wp\/v2\/manualknowledgebasecat?post=4200"},{"taxonomy":"manual_kb_tag","embeddable":true,"href":"https:\/\/docs.reybex.com\/en\/wp-json\/wp\/v2\/manual_kb_tag?post=4200"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}