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Once all the items required have been added to the Order it can be despatched.

1.Click Send to Despatch under Workflow

2.Click Yes

If you have not added any Postage to the Order the following message will appear.

3.If you were supposed to add postage click No and add the postage otherwise click Yes

The workflow will change so Packing Lists, Invoices or Payments can be made.

If you do not have automation to pick up the orders and close them they will need to be processed manually. An invoice or payment can be activated from the Order from the above workflow or the Participant/Attendee can be added to a batch where payment can be made also.

 

Your process could be to send an Action Reminder to your Sales team to send the order and also the Finance team to follow up for payment or if paid to enter the information into a batch.

The Booking button indicates an outstanding amount for the Event Booking and the Order button indicates an outstanding amount for Merchandise. Once clicked the pledges for these outstanding amounts will be inserted into the Allocation window.

4.Once the order has been sent the All Products Sent workflow option can be clicked

5.Click Yes to confirm

6.Once the Order is Complete this menu item can be clicked

7.Click Yes

On the Event under Options any Orders that are still at the Adding Products stage can be sent to Despatch using these options.