Learn the concept
This is the step-by-step. For what it is and how it fits the bigger picture, read Delivery & Receipts in the reference.
This is the step-by-step. For what it is and how it fits the bigger picture, read Delivery & Receipts in the reference.
What this does
Once an order is placed, you ship it and record the money received. Both are tracked as their own documents, linked back to the order.
Deliver
Go to Menu > Retail > Delivery. A delivery is usually generated from an order and records the recipient, the items shipped, and the provider and tracking details.
Record a receipt
Go to Menu > Retail > Receipts. A receipt records a payment against an order: the provider (for example a card processor), the amount and the reference, in the right currency.
Good to know. Receipts reconcile the money taken for retail orders into your accounts, the same way customer payments do on the Sales side.
Related
- Manage retail orders
- Retail customers