Link without an invoice
Learn how to link items with no invoice to the Wise staff catalog.
Link without an invoice
If no invoice record is required, this linking workflow can be utilized to link any new item in Wise. This workflow will not replace an on-order item barcode.
To link an item to a title when there is no invoice for the purchase:
- Go to Items > Link. The Linking window opens (or locate the title record to link item and select the link icon).
- Select Link without invoice from the Linking selection at the top of the screen.
- Provide available information in the link screen fields on the Link screen.
Note: If needed, select print Transit receipt, Spin label, or Barcode box(es).
- Scan barcode or have Wise autogenerate barcode.
- Click Link this item. If your linking process generates a new barcode, it is generated in the barcode field. A print window opens.
- Select a print option from the list and click Print. If you do not wish to print, click Close. The item is linked to the title and the process is complete.
Caution: Quick link option is available but will only hold limited item details.
Watch a video
Link Item Records: Without Invoice
Run time: 3:56
This video will show how to link items without an invoice in the Wise Staff Client.