The Batch Invoice screen now makes it easier to select orders by Origin Location. Users can choose one or multiple locations to automatically include all associated trucks, or expand a location to select specific trucks as needed. This provides a more efficient way to find and process invoices for businesses managing multiple distribution centers, locations, or warehouses.
Using the Origin Location Filter on the Batch Invoice Screen
Objective
This SOP explains how billing and AR users can use the origin location filter on the batch invoice screen to quickly identify, organize, and select orders for invoicing. It is designed to reduce manual truck-by-truck selection and improve invoice processing efficiency.
Key Steps
1. Open the Batch Invoice Screen and Review the New Filter 0:00
Navigate to the Batch Invoice screen on the point of sale.
Locate the new Origin Location filter.
Use this filter to organize orders by truck origin or pickup location associated with each order.
Confirm that the filter is available before beginning invoice selection.
2. Understand the Previous Selection Method 0:13
Recognize that the older process required selecting each truck tied to an origin location.
Use this context to understand why the new filter improves speed and accuracy.
Apply the new method whenever possible to reduce manual work.
3. Select an Origin Location from the Drop-Down 0:22
Click the Origin Location drop-down menu.
Check the box next to the desired origin location.
If you want to invoice all trucks from that location, select only the location name.
This will automatically include every truck associated with that origin location.
4. Expand a Location to Select Individual Trucks 0:38
Look for a black triangle next to any origin location.
Click the triangle to expand the location.
Select individual trucks if you need to invoice only specific trucks from that origin location.
Use this option when partial selection is required.
5. Confirm the Selection and Process Invoices 0:50
Verify that the correct locations and/or trucks are checked before proceeding.
Remember that selecting the location alone will automatically select all trucks under it.
Continue with invoice processing once the desired orders are selected.
Use this feature to simplify finding and processing invoices for specific locations.
6. Apply the Filter in Multi-Location Operations 1:06
Use the origin location filter especially when working with multiple distribution centers, locations, or warehouses.
Organize orders by site to reduce confusion and improve processing speed.
Standardize this method for teams handling high-volume or multi-site invoicing.
Cautionary Notes
Do not assume that expanding a location is required; selecting the location itself will include all associated trucks.
Double-check selections before invoicing to avoid billing the wrong location or truck.
If multiple locations are selected, confirm that each one is intended before continuing.
Use individual truck selection only when a partial location invoice is needed.
Tips for Efficiency
Use the origin location filter first to narrow down orders before reviewing trucks.
Select the entire location when invoicing all related trucks to save time.
Expand only the locations that require truck-level detail.
For teams managing several sites, create a consistent selection routine so all users process invoices the same way.