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tictictic_OnEbay
(addict)
09/11/08 11:56 PM
NEED ALERT TO MERGE INVOICES  

When you've already generated an Invoice, then a day or two -- or a week! -- later, your buyer wins another auction (or two or ten), it's always a matter of just noticing the email address or user ID looks familiar, right? Am I correct that AW does not alert us when we need to merge invoices? If so, I think this would be a great improvement in the program. For any Invoice with status either Waiting Buyer Reply or Waiting for Payment, couldn't AW be programmed to alert us when a buyer's ID or email address (on Invoices with any status other than Closed) shows up in an update?

Or is this just something I don't have set up right?

Sue



bluepennylady
(Pooh-Bah)
09/12/08 06:20 AM
Re: NEED ALERT TO MERGE INVOICES new [re: tictictic_OnEbay]  

Sue,

that's a great idea. I will pass it along to tech

After I generate invoices, I'll go through them and check if any names/addys are already showing. If so, I check to see if there is another invoice already exisiting to merge the new one into.



Judy/blue

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ehlmann
(stranger )
05/01/09 02:31 PM
Re: NEED ALERT TO MERGE INVOICES new [re: bluepennylady]  

After you update all new lots then invoice them - you go to the INVOICE page in the grid view. On each invoice you may choose INVOICE from the top of the page in the drop down box and at the bottom there is a MERGE INVOICES to click upon. If there is one to merge with then it will have it to highlight and then you MERGE them. If there is none then the box will be empty. I find it most convenient to use the page down key on my keyboard to go through all of them efficiently. Thom taught me this when I emailed years ago. I have found after 10 years it is best to read the instructions of the program prior to emailing because the answer is ALWAYS there. almost...



bluepennylady
(Carpal Tunnel)
05/01/09 02:58 PM
Re: NEED ALERT TO MERGE INVOICES new [re: ehlmann]  

HI,

Same process I suggested. You use the Grid view and I use a different view. Both work equally well. It simply depends on how you like to work.

I like the help file too. Very well done.



Judy/blue

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ehlmann
(stranger )
05/01/09 03:16 PM
Re: NEED ALERT TO MERGE INVOICES new [re: ehlmann]  

The handiest thing I have found to do is separate 2 items accidentally merged. I sell from multiple identities and have made this error more than once.
First you delete the item from the invoice that needs to be deleted, go to AUCTION LOTS and change the status of that item to "offline." Then you go to INVOICES and create one by clicking the plus sign in the top of the page. Select your buyer by name to make it easiest. Dont worry about address- it can be added later. When you have created the new invoice then you can add the item with the plus sign in the center of the page. The key is having the status offline or I have found it impossible to do any other way.



ehlmann
(stranger )
05/01/09 03:20 PM
Re: NEED ALERT TO MERGE INVOICES new [re: bluepennylady]  

Well, I would find looking for a matching name very tedious. The method taught to me here by Thom does not allow for user error. Either there are some there or not. Some days I close 80 buyers and cannot look for matching names.



bluepennylady
(Carpal Tunnel)
05/01/09 03:27 PM
Re: NEED ALERT TO MERGE INVOICES new [re: ehlmann]  

HI,

Can't you just open up the Buyer's tab on the Auction lot and select click on the buyer's user id, right click and select "Re-invoice buyer"
Then generate another Invoice. Or am I not tracking with you.

When deleting the Invoice item from the Invoice, if you uncheck the option to delete the buyer from the Auction lot, then that allows you to "re-invoice" again.

Or if you delete the buyer, just change the Auction lot status back to Online, update just that lot and Generate invoice from "Tasks".

Won't that work for this particular scenario??



Judy/blue

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http://stores.ebay.com/bluepennylady?refid=store
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bluepennylady
(Carpal Tunnel)
05/01/09 03:33 PM
Re: NEED ALERT TO MERGE INVOICES new [re: ehlmann]  

HI,

We are on the same page.... I also use "Invoice > Merge Invoice" on the menu to merge the Invoices together that I want.

But we do not merge Invoices forward, We merge the new invoice back into the old invoice. Otherwise the buyer is having to keep up with changing Invoice numbers.

Isn't it just great how many ways there are to accomplish tasks....



Judy/blue

Visit my eBay store!
http://stores.ebay.com/bluepennylady?refid=store
Visit our website too!
http://www.pennyworthsales.com

Visit me at Bonanzle!
http://www.bonanzle.com/bluepennylady

Tradeguy
(enthusiast)
05/03/09 04:59 AM
Re: NEED ALERT TO MERGE INVOICES new [re: bluepennylady]  

I just go down the grid with CTRL-M's

But it still seems there should be an easier way. Any time you have to go to each record in a database and run the same manual routine, you know it's begging for some kind of automation.

IMHO...the "merge invoice" procedure is a workaround for something the program should be checking for on it's own.

AW2K does check for these possible merges during invoice creation - but only if the earlier invoice is still showing a not paid status.

About half of all my sales are multi-item, all are fixed price, all require immediate payment. So almost any time I run an update and generate invoices, I can end up with several invoices that could be merged.

If Thom opened up the merge check during invoice creation to include (by sellers choice) any matching buyers who's items have not yet been shipped, that would pretty much solve the problem for me.



bluepennylady
(Carpal Tunnel)
05/03/09 10:47 PM
Re: NEED ALERT TO MERGE INVOICES new [re: Tradeguy]  

Hi,

Isn't the merge process automatic when generating Invoices IF the Invoice status is "Buyer not contacted" and the "buyer contacted" checkbox is unchecked?? Or am I missing something??



Judy/blue

Visit my eBay store!
http://stores.ebay.com/bluepennylady?refid=store
Visit our website too!
http://www.pennyworthsales.com

Visit me at Bonanzle!
http://www.bonanzle.com/bluepennylady


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