Settings

In Settings > Customer Invoice and Quote Settings there is a new option: "Invoice Progress Tracking". 

Invoice Progress Tracking is available in Select and above Licenses.  Activating this setting will allow tracking of an invoice through Picking, Packing and Dispatch.  Options are:

• None: Standard -  No Picking or Dispatch Tracking. 
• Basic Dispatch: Statuses are:
  • AWAITING DISPATCH  - Assigned as the invoice is posted
  • DISPATCHED  -  Assigned when a user marks the invoice as Dispatched. 
• Basic Picking & Dispatch: Statuses are:
  • PICKING - Assigned as the invoice is posted. 
  • AWAITING DISPATCH  - Assigned when a user marks the invoice as Picked.
  • DISPATCHED  -  Assigned when a user marks the invoice as Dispatched.
• Full Picking/Packing & Dispatch: Pick/pack invoiced products, adjust invoice quantities, automatically update picking and dispatch statuses.

These options are only available on Posted Invoices.

Updating the Status of an Invoice

Using the Spill Menu, a user can update the status of an invoice depending on its current status.  

When a status is updated, the user is offered the chance to edit or add a Courier Reference 

Filtering

Both Dispatch and Picking statuses can be filtered on the invoice list screen using either the Dispatch Status or Picking Status Filter options.