Configure Inform ERP to post transactions automatically.
- Point of sale orders: Posted when payment is received
- On account orders: Posted when shipping is confirmed
Notes:
• DDI recommends implementing immediate invoice posting after finalizing POS and billing for the day.
• Immediate Invoice Posting is not compatible with Wireless Warehouse System.
Important: Before modifying settings, contact Customer Care for help configuring your workflows.
Set up automatic invoice posting for POS orders
- Navigate to File > Company > Master.
- Click the Sales tab.
- Set Post POS when Saving Sales Order to Y.
Note: Under Print Options, click Invoice to print a copy of a POS order after it is saved.
Set up automatic invoice posting for on account transactions
- Navigate to File > Company > Master.
- Click the Sales tab.
- Set Post Invoice When Ship Confirmed to Y.
Note: On account orders can be posted immediately after Shipment Confirmation. If there are back ordered products the order remains open for the next shipment cycle.
If the Create Invoice button on the Final tab of the Sales Order screen is used to post (not recommended), the shipment confirmation process is bypassed.