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Process auto created orders and credits

If you need to clear orders or credits from the status auto created, you can do this within a few simple steps via the orders or credits invoice or details tab.

Written by Cristian Bolba

To process auto created orders and move them to awaiting delivery, follow the steps below:

  1. Click View Orders along the top bar.

  2. Click the status Auto Created Order or Auto Created Credits.

  3. Click the Order Number or Edit to access the order or credit.

  4. Click the Invoice tab, then click the Pink Banner.

  5. The system will now search for the orders potential parent order which this this new order can maybe be matched to.

  6. If you see the parent order to match the auto created order or credit to, click Match.

  7. If no match is available, click Exit in the pop up, then click the Details tab.

    • Select the mini market, and click Save.

    • Select the department if required and click Save.

    • Select the user that placed the order and click Save. If a name/user does not appear this means the user is not attached to the mini market you have selected for the site the order belongs too.

Related Articles
Manage permission to cancel orders, credits and returns
Correct the minimarket, department or user within an existing order or credit
Setting up auto mapping for auto created orders & credits
Run the auto created report
Manage the ability to create credits and returns
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