In this article, you will learn how to create an invoice directly from a VisionWeb order. The action of linking VisionWeb and Barti inventory will restrict available dropdown options in the VisionWeb order to selections that have been linked.
1. Link VisionWeb Products to Barti Inventory
Before creating invoices, you must link your VisionWeb product catalog to your Barti inventory.
Navigate to Billing > Inventory > VisionWeb.
You can link individual inventory items or bulk link similar items (e.g., all Polycarbonate) in one action
To link a single item, click the row for a VW product, then search for and select an item from your Barti inventory.
To link multiple VisionWeb Product(s) to a Barti inventory item via bulk action:
Click the check box on each product row for the VisionWeb items. You can search to filter the available products to allow usage of the Select All checkbox
Click Link Products to open the Link Product Dialog
2. Create a Glasses Order
Create a new glasses order that includes products linked to VisionWeb.
See the Optical Order for full instructions.
3. Create a VisionWeb Invoice
In the glasses order, click the Invoice Options button in the order header. Choose whether these items should be added to a new or existing invoice.
If you have any questions, please refer to Barti's Help Center or create a support ticket at support.barti.com.
Frequently Asked Questions
What happens to orders in draft status prior to establishing linkages?
Orders created prior to linking inventory items will not be impacted.
What happens if a product in the glasses order is not linked to VisionWeb?
Once items have been linked, only linked items will appear in the specific dropdown in the order.
What if I want to order an unlinked item?
If items have been linked, then the dropdown will be restricted to linked items. An item must be linked before it can be used in an order.