View sales orders, packing slips and invoices in OutSite

You can view the Order management data in OutSite and let others view it. If the customer contact person is logged on to the customer portal, he or she can, for example, see the sales orders, packing slips and sales invoices.

Your site may differ from description given below. Typically, the terms sales order, packing slip and sales invoice will have been changed to more closely reflect the customer's experience. For example, what you consider to be a sales order and a sales invoice are a purchase order and a purchase invoice for your customer, while a packing slip is associated with the delivery.

The contact person/user logging on must be authorised.

In the portal, you only see sales orders, packing slips and invoices that have been processed (for example, sales orders converted to packing slips or invoices that have been issued) and saved in the sales contact dossier.

To view sales orders, packing slips and invoices in OutSite (customer portal):

  1. As a customer, if you have received an e-mail message because a document has been issued via the portal and e-mail, you click on the hyperlink in the e-mail to directly go to the customer portal.
  2. Open the site.
  3. Log on with your user name and password.
  4. Click on: OK.
  5. Go to: Customer portal.
  6. Click on: the menu item that represents the Order management data groups. For example, Orders.

    You can now see the sales orders, packing slips and invoices.

  7. Go to: Orders.

    (This is the Sales orders page).

  8. Open the properties of a sales order.
  9. Go to: Leveringen.

    (This is the Packing slips page).

  10. Open the properties of a packing slip.
  11. Click on the action: Verkooporders tonen. This action is available if the packing slip is based on more than one sales order.
  12. Go to: Facturen.

    This is the Invoices page, including among other things the sales invoices, project invoices, etc.

    Out_Menu-item ordermanagement aanmaken (InSite & OutSite) (50)

  13. Open the properties of an sales invoice.
  14. Click on the action: Pakbonnen tonen. This action is available if the invoice is based on more than one packing slip.

Directly to

  1. Logistics in OutSite
  2. Logistics in OutSite
  3. View articles in OutSite
  4. View assembled items in OutSite
  5. View sales orders, packing slips and invoices in OutSite