Change Document
This chapter introduces how to change a document from one document type to another.
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Case summary
The person responsible, Roger, has created a POS receipt. He wants to change the document on Wholesale.
He will do this following the process described below.
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WARNING
In order to be able to see the options in Operations, settings in Document Types Settings must be defined:
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The person responsible created a receipt on 3200 – POS retail. The customer is Elizabeth Tent.
At the top of panel, the person responsible clicks the Operations button or uses the keyboard shortcut Ctrl+R.
There are the following operations to choose from:
Change doc – Default
Change doc – Wholesale
Change doc – Consolidate Iss.
Change doc – Own consumption
In this case, the person responsible selects Change doc – Wholesale.
Then, a new pop-up window opens. The person responsible must select a Payment Method, in this case Bank transfer, and confirms the choice by clicking the OK button.
The document is displayed in a new tab:
The document is now on DT 3100, and can be printed or exported.
The person responsible opens the menu Goods | Issue | Document | 3100 – Retail sale.
The changed document can be found on another document type:
It is now on the new document type and is no longer on POS.
As shown below, the last created receipt is for Customer Marc Camper, not for Elizabeth.
With this step, the person responsible has successfully changed the document.