Partial Customer Order Pickups and How to Record them in MYOB

• Open MYOB
• Go to Sales Register

        

• Open the invoice number for the partial pick up

        

• Change the number of items on Ship Tab to the actual number of products picked by the customer

         

• The date will need to be the same date they picked it up

         

• Pick up date should be the date the product was picked up

         

• Put a note that the product is in back order (e.g. 1 picked on date it was picked up and 1 is on back order for pick up when stocks arrives)

         

• Invoice Delivery Status should be: To be Emailed (No other Status)

         

*If the Delivery Status has other status, other than To be Emailed.*

• Go to the customer’s Card

         

• Go to Selling Details, Change the Invoice Delivery to “To Be Emailed”

          

• While you are on the Customer’s Card check the profile as well for any missing details

          

• Click OK to update

          

• Add the number of products on the Back Order Tab

          

• Click OK, this will create one in the invoice and a new one for the back order.

         

• On the Sales Register Information Window you will see 2 invoices with the same invoice number.
• One order number is for the one that has been picked up and the other is for the back order

         

Once Stock is available

• Change the Back Order to an Invoice

        

• Change the date to the date the stocks arrived

        

• Change the Promise Date to when it will be picked up

        

• Customer now will have a balance due

        

• Click Record to save your changes

       

• Go to Returns and Credits

       

• You will see that there is credit waiting for the amount of the back order

       

• Click Apply to Sale

       

• Click the invoice number where the credit should be applied

          

• Click Record

         

• This will clear the Returns and Credits

        

• Click All Sales Tab

       

• Click Refresh

         

• This will show one (1) invoice number with different dates

         

Open the invoice that was placed on back order and print it