Allocation of items when creating an invoice
Hello,
We have a problem with the allocation of our items whenever we
create an invoice that consists of 40+ products (so 40 different
kinds of products, each with their own quantity). Even if all of
the products are in stock, the system "splits" the order and does
not allocate the products all at once. For example, you're creating
an invoice which contains 42 different products (named product 1,
product 2, etc), each having their own quantity. Now if you want to
allocate the order, you'll get a message saying that not all
products can be allocated (even though all of them are in stock).
If, for example, you had added 12 pieces of product 1 and 17 pieces
of product 2 on the invoice, the system will first allocate 4
pieces of product 1 and 8 pieces of product 2. Afterwards, it will
allocate the rest of the items. This results in 2 invoices
(sometimes even 3), whereas you wanted 1 invoice for the complete
order.
How can we solve this problem? I hope my explanation is clear and
that someone can help me.
Thank you.
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Support Staff 1 Posted by Checkout Suppor... on 05 Oct, 2012 07:01 PM
Hi Gillian,
I read over the issue you are having and am unable to replicate this issue. The only time I run into a problem is when I click on allocate and there is a yellow dot next to the product. When there is a yellow dot next to the product, that means that you don't have enough on hand to fulfill the entire Order so when you invoice that order, only the amount that you have available in stock will be invoiced. I have added over 50 products to an order with different quantities and was unable to replicate the problem.
Can you confirm that on the order window, all the dots are green next to the items when you click on Allocate and Invoice?
In the future, we do have a support form that you can use to submit your support questions directly to the support team. You will get a quick/efficient answer that way from the right people. We want to make sure we get our customers the best support possible in the least amount of time.
https://checkoutapp.com/request-support/
Thanks,
James
Checkout Support
2 Posted by hanmee_ on 07 Oct, 2012 11:54 AM
Dear James,
Thank you for the reply.
We've found out what the problem is. After we created an invoice, we would click invoice (and not allocate). So we got a message saying that a partial invoice would be made because not all items were allocated. That's because we didn't allocate them in the first place. So that is solved!
I do have some other comments/questions:
- Is it possible for the customer to see the discount that they receive on their receipt? If you give them a discount, the (thermal) receipt only reflects the discounted price. So not the original price minus the discount. They would like to see how much the discount is. Is it possible to change that?
- Item codes are not printed on the thermal receipt. But they are printed on full size receipts (A4/letter size). Is it possible to also have that printed on the receipt? So actually the same information that you see on your screen when processing a sale.
Sincerely,
Gillian
> From: [email blocked]
> To: [email blocked]
> Date: Fri, 5 Oct 2024 15:00:45 -0400
> Subject: Re: Allocation of items when creating an invoice [Product Questions #15]
>
Support Staff 3 Posted by Service on 11 Oct, 2012 12:18 PM
Gillian,
Currently, we do have a custom receipt template that includes the discount percentage available for download at this link
https://checkout.tenderapp.com/kb/general/checkout-receipt-invoice-...
Due to size restrictions on the thermal receipt, unfortunately all the information that is printed on the 8.5 x 11 invoice would not fit.
We appreciate your feedback and have forwarded to our development team.
Kind Regards,
Michele
Checkout Support
4 Posted by hanmee_ on 18 Oct, 2012 03:03 PM
Michele,
Thank you for the link.
It would be great if the customer could also see the original price on the receipt!
Sincerely,
Gillian
Service closed this discussion on 06 Nov, 2012 05:49 PM.