How do I manually create an invoice?

Here is a quick and easy guide to manually creating an invoice in ERP.

Typically, you want to follow these steps for invoice creation: Manually create or automatically receive an S/O, mark it ReadyToShip, fulfill the order in WMS, mark Shipped, then an invoice is automatically generated in ERP. 

However, if an order is made up entirely of non-stockable items (for example, a service or something that isn't physically stocked), no shipment is needed. This is an example of a time when you would manually create an invoice. If a non-stockable product is included as part of an order with physical goods, you should still follow the above steps. 

In ERP, go to Sales > Invoice Processing. 

Click Add.

On the Invoice Management screen, in Add mode, enter in the Customer # and all other relevant info, including SKUs and quantity of items. Click Save when you're done.

Click Yes.

You will note that upon saving, an Invoice Number will be created.