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Some of my Purchase Orders or Sales Orders are not available when checking out my device

Some of my Purchase Orders or Sales Orders are not available when checking out my device. Why are they not listed for me to check out?

Pocket Inventory - QuickBooks
Pocket Inventory - SBA
Pocket Inventory - All Orders

There could be a few reasons for certain orders to not be showing up when trying to check out a device:

  • The order must be considered "Open" by the back-end. Purchase Orders that have been fully received or Sales Orders that have been fully shipped/invoiced will not be available for checking out. Purchase Orders in All Orders must be marked as "sent to vendor."

  • Pocket Inventory keeps an internal list of orders that are currently checked out to a device. Orders on the internal list will not be available for checking out. Orders can be cleared from the list in four ways:

    • If no transaction was created against the order, the order will automatically be cleared from the list upon the device that has it checked out being checked in.

    • If a transaction was created against the order, the order will automatically be cleared when the transaction is synced with the back-end.

    • If a transaction was created against the order and the transaction was sent to the desktop without automatically syncing, the transaction must be deleted or synced for the order to be cleared from the list. Go to the "Options" menu on Pocket Inventory Desktop and click "Edit Transactions" to view a list of transactions that have been sent to the desktop from the device but have not yet been synced. Here you can sync or delete transactions against order you wish to clear.

    • If a device that has checked out orders cannot be checked in by the mentions listed above (the device broke, a hard reset was performed on the device...) you must go to the "Manage Devices" screen in Pocket Inventory Desktop and click "Clear Device." This will release all the orders the device has checked out. Keep in mind that clearing a device will make it available for check-out again and you will therefore lose any data that may have been collected since it has been checked out.

9/20/2005



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