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local:shop:setup:invoicestatus [2017/11/24 16:22] florence created |
local:shop:setup:invoicestatus [2024/05/14 15:39] (current) |
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+ | <html><!-- nomoodle --></html>{{ :logo-apl.png?nolink |}}<html><!-- /nomoodle --></html> | ||
=====Back Office : Configuration and implementation of a commercial offer===== | =====Back Office : Configuration and implementation of a commercial offer===== | ||
- | =====Invoice Status ===== | + | =====Modify a bill status ===== |
- | ==== Edit an invoice status ==== | ||
+ | ===Access=== | ||
- | === Access=== | ||
- | + | Follow link **"Sales administration"** in block [[:blocks:shopaccess|Sales services (plugin Shop Access)]] | |
- | Follow link **"Sales administration"** dans le bloc [[:blocks:shopaccess|Sales services (plugin Shop Access)]] | + | |
{{ :local:shop:setup:sales-services.png?nolink |}} | {{ :local:shop:setup:sales-services.png?nolink |}} | ||
+ | |||
Follow link **"all bills" **on page Sales services section Sales management. | Follow link **"all bills" **on page Sales services section Sales management. | ||
- | {{ :local:shop:setup:all-bills-en.png?nolink&800 |}} | + | {{:local:shop:setup:all-bills-en.png?nolink&850 |}} |
+ | |||
+ | |||
+ | ===Modify a bill status ==== | ||
+ | |||
+ | * Click on the relevant bill number in the list to view it. In this example B-2017038-25 for the first of the list. | ||
- | * Click on the relevant invoice number in the list to view it. In this example B-2017-04-27 for the first of the list. | + | {{ :local:shop:structure:classes:billing-backoffice-en.png?nolink&850 |}} |
- | {{ :local:shop:setup:etat-facture-global.png?nolink&600 |}} | + | * Expand the "Bill Statuses" menu at the bottom of the document to see the possible options: For exemple, "Back to Status" and "Go to Status". (On work = in progress on the illustration) |
+ | * Choose the action to be taken, the possible options depend on the state at the time you operate for the relevant bill. | ||
+ | For more information on bill status see [[local:shop:structure:classes:bill|concept of order and bill statuses]] | ||
- | * Expand the "Invoice States" menu at the bottom of the document to see the possible options: "Return to Status" and "Go to Status" | ||
- | * Choose the action to operate | ||
- | {{ :local:shop:structure:classes:etat-facture.png?nolink |}} | + | {{ :local:shop:setup:modify-bill-status-en.png?nolink |}} |
- | {{ :local:shop:setup:bills-states-en.png?nolink&800 |}} | ||
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<html><!-- nomoodle --></html> | <html><!-- nomoodle --></html> | ||
[[local:shop:userguide:salesadmin|Back to Configuration and implementation of a commercial offer]] - [[:local:shop|Back to Local Shop component]] - [[:start|Back to catalogue]] | [[local:shop:userguide:salesadmin|Back to Configuration and implementation of a commercial offer]] - [[:local:shop|Back to Local Shop component]] - [[:start|Back to catalogue]] | ||
<html><!-- /nomoodle --></html> | <html><!-- /nomoodle --></html> |