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Invoicing

Last post 02-22-2007, 8:39 AM by Ben. 5 replies.
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  •  02-19-2007, 10:51 PM 434

    Invoicing

    Ben, 

    I know we now get online invoicing, which isn't too much of an issue. I would like to know what paperwork is sent to customers who get things drop shipped to them. I would rather them not see the stuff came from VALOR. Can you confirm what is sent to them? Also, when looking for back orders on the website, its is tough to browse all orders to find one for reference. Is there any way to show the customers name on the screen along with the order number? Just asking.

    Scott

     

  •  02-20-2007, 1:53 PM 435 in reply to 434

    Re: Invoicing

    Scott,

    In order to help alleviate the issue with backorders, I added a field to my database called warehouse_number in the 'orders' table.  Now, each time I place a new order, I fill in the warehouse_number slot and I have the external order number for every order in my list.  So, then when an order ships, I can scan through the list for the order number and update the order accordingly.

    Also, when I call to have a backorder released, I ask Roger if he will please email me the new order number for the backorder and I add that number to the order.  This gives me constant tracking of the entire order even if there is a backorder

    One of my order status lines might looklike this:

     

    Customers 
    Order Total 
     Date Purchased 
    Status 
    Order #  
     Mike Jones 
    $231.84 
     02/20/2007 09:46:13 
    Processing 
    60340070, 60340723  



     


    --
    Rick
  •  02-20-2007, 1:56 PM 436 in reply to 434

    Re: Invoicing

    And to answer your invoice question...when you select the "Dropship" checkbox in the change_shipto portion of the ordering process, this causes an invoice to be packed without Valor's name or any pricing information on it.

    Ben, perhaps you could post a screenshot of a drop-ship invoice? 


    --
    Rick
  •  02-22-2007, 7:38 AM 439 in reply to 436

    Re: Invoicing

    Like Rick said, all you have to do is make sure the "Drop Ship" box is checked during checkout and a packing list with your address as the shipper, your customer's as the ship to, and the qty and description of the items sent.  No mention of Valor anywhere on it.

     This is actually the topic of my next blog post.  We have changed the whole process of handling drop ships internally.  They are handled totally separate from all the other orders.  With that, we have added new equipment and changed the packing list.  I will post a screen shot on the blog soon.  I am planning on adding custom fields for you to add a slogan and a web address at the bottom of the packing list.  I wanted to add a logo for you too, but due to the printers we are using now, I don't think that is going to be possible.  So watch the blog.

    As for the order list online, this is something I have wanted to change for a while.  I want you to be able to see your backorders easier etc.  So tell me what your looking for.  I will start a new thead for this.


    Ben Newton
  •  02-22-2007, 8:24 AM 441 in reply to 439

    Re: Invoicing

    Ben,

    I am really just looking for maybe the last name of the person it was shipped to. Going through manually is a pain. I know I should catalog my order numbers, but the fact is I dont. I will start though. But for those of us who just want to get a look at a past order and we know the person's name offhand, it would be easier.

    Something like this:

    ORDER NUMBER: 610665226     COST: $127.35      CUSTOMER: JONES       DATE: 2/21/2007

     


    Thanks

    Scott

  •  02-22-2007, 8:39 AM 442 in reply to 441

    Re: Invoicing

    Problem is, not everyone uses the ship to address.  Customers that don't drop ship don't want to see the ship to every time.   I will think of something though.
    Ben Newton
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