Chapter 619 Convert Orders
Convert Orders is a new import mapping to automatically convert Orders to Invoices.
This chapter covers different ways to automate processing by tying into Auto-Import.
Convert Orders
Convert Orders is a new import mapping to automatically convert Orders to Invoices.
The import needs the Order Number to convert and has options to set Invoice Date, replace the Ship Method, and to Add Printed Comments or Add Private Comments. Options indicated by Dash are not required. Skip Invoice Date to use today's date.
To suggest additional fields for the Import, please email to support@bigbusiness.com.
Convert Orders Fields
Convert Orders supports select Fields which can be included to update new Invoices.
Order Number is required to find the order you want to convert to an invoice
Invoice Date is optional and will replace today's date on the new invoice
Ship Method is optional and a valid entry will replace the one from the order
Add Printed Comments is optional and will add imported text to the invoice
Add Private Comments is optional and will add imported text to the invoice
Convert Orders Errors
Big Business 14 adds Convert Orders Import, which checks the order before invoicing. If one of the following errors is reported, the Order was skipped and others completed.
Order # __ was not found and could not be invoiced.
Order # __ was locked and could not be invoiced.
Order # __ is Closed and could not be invoiced.
Order # __ is Filled and could not be invoiced.
Order # __ is Filled and could not be invoiced.
Errors are reported in Text or a Note to allow processing to completion without delay.
Convert Orders TaxJar
Convert Orders is updated to use TaxJar for assessing Sales Tax on new invoices.
Convert Orders Auto-Build
Convert Orders supports Auto-Build, to automatically build any out-of-stock items.