How to Determine if Orders can be converted to Invoices and Shipped

We follow this procedure to determine if an order can be converted to invoice and shipped

*Orders with Purchase Order Number in the "Customer PO No" field and stock are available are ready to send*

For Awaiting Payment:

Accounts Department has verified a payment was received.

Delete the notes on the order indicating it is for awaiting payment before converting to invoice.

For Awaiting Stocks  ( No notes of “Awaiting Payment” on the account )

Stocks deliveries should be entered in MYOB first before converting the order to invoice.

Delete the notes on the order indicating awaiting stocks before converting to invoice.

For new customers payment should be posted on the account first prior to converting it to invoice

Check the customer’s history and determine if they are a long term customer and order off us regularly, we can simply bill them.