Learn how to create order receipts in the Infoplus call center from the OMS order table.
Creating receipts is a process in Infoplus. You can begin the process from the “Call Center” app or from within the “OMS Order” table.
- From the “Call Center” app, click the “Create Customer Order Receipts” process; OR
From the “OMS Order” table, click the Actions button and select the “Create Customer Order Receipts” process.
- Select the Start and End dates containing the Orders you want to create receipts for.
- Click Next. The screen will indicate how many orders were found in your selected date range.
- Click Next again.
- Click the Download Report button to download a PDF file. Each page in the file will represent one order’s receipt. Save and/or print the report as needed.
NOTE: The report is also available via a link that can be shared for 30 days. Copy and paste the link as needed.
- Click Done.