Step 1:
Start from the sales screen and open the order overview. This is where you can find the customer and the order that needs a 'Bill of lading'.
For more information, see here:
Open the order overview1) Click the 'Orders' icon.
2) The customer selection view opens.
Note:
Use this flow when the customer needs order documentation, for example before delivery, pickup, or further order handling.
Step 2:
Select the customer connected to the order. The POS shows the customer list, so you can find the correct customer before opening their orders.
For more information, see here:
Select the customer1) Search for the customer, or find the customer in the list.
2) Click the customer you want to use.
3) The 'Manage orders' view opens for the selected customer.
Note:
Make sure you select the correct customer before continuing. The order list is based on the selected customer.
Step 3:
Find the order that needs a 'Bill of lading'. The order list shows the available orders, so you can choose the correct one and open the order details.
For more information, see here:
Open the order
1) Find the correct order in the 'Manage orders' list and click the edit icon on the right side of the order.
2) The order details window opens.
Step 4:
Open the report option from the order details. This is where POS365 can generate the Business Central report for the selected order.
For more information, see here:
Open 'BC Report'
1) Click 'BC Report'.
4) The 'Confirmation' window opens.
Step 5:
Select the report in the confirmation window. This step confirms which document should be generated for the customer.
For more information, see here:
Select the report
1) In the 'Confirmation' window, select the relevant report.
2) Click 'Search'.
3) POS365 opens the report preview.
Step 6:
Review the generated document. The preview shows the order information, customer details, item lines, quantities, and total amounts.
For more information, see here:
Review the document