Order Processing
When you select Order Processing from the main menu, the following screen is displayed. Note that some features are “grayed out” and not available, depending on the options you have chosen.
Please note that you can set the default values for many of these options in the Preferences menu option, as described in the Installation chapter.
To summarize, you will perform the following steps to process your orders:
1. Select Dates: Use this dropdown list to select the date range of orders to work with. If you select “Custom” then you can enter a beginning and ending date in the adjacent data pickers. THIS IS VERY IMPORTANT – if you select “all” then the program may take a very long time to load your orders into the working grid below. The more selective you can be, the faster the program works.
2. Order Type: Use this dropdown list to select the kind of order to work with – Invoice, Sales Order or Estimate.
3. Load Orders: Click this button to get the orders from QuickBooks®.
4. Order Grid: This is where the orders will be listed after you click Load Orders. You can customize how this is displayed as described below. You can select specific orders to process by clicking on them. You can select multiple orders by using the shift and control keys while clicking on orders. If you are printing with CCRQInvoice, they orders will print in the sequence shown in the grid (you can sort by any column).
5.
Operations: Once you have loaded the orders you can select the process to
perform. If you have not enabled an option, it cannot be selected. You can
enable or disable most selections in the Preferences
function.
Printing: This is a tab behind Operations that
you will use if you want to print the orders.
6. Process: After you have selected the operations to perform you can start the program to work on the selected orders. Process All will process all orders shown in the grid. Process Selected will process just those orders that have been selected.
7. Review: When processing is done a Result screen will print, listing the orders that were processed and if there was a problem with a particular order.
When the program has finished processing orders it will display a “results” grid, described in more detail later.
Order Grid