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Streamlining order to invoice

  • 27 August 2021
  • 2 replies
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Hi

Does anyone know how to streamline the order to invoice process, for multiple orders at a time? Basically I want to be able to do the Quick Process action (create shipments, print pick tickets, create invoice, print invoices, post to IN and GL)for many orders at once. 

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Best answer by david41 27 August 2021, 20:42

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I haven’t actually tested this out but you could try creating/editing an inquiry and turn on “Enable mass actions on records”.  I see the Quick Process is an available action to add, so you may be able to configure that and then select multiple orders at one time and then quick process them through the mass action.

I think I am looking to accomplish the same process.  I have a 3PL client that needs to MASS Process the quick process.  Did the Enable Mass Action work? 

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