Product: Transaction Manager

Article Link: http://help.truecommerce.com/en/articles/4530192-transaction-manager-move-transaction-from-received-to-inbox

Let's say that you received a Purchase Order in your Inbox. It's time to create a transaction, so you either perform a Turnaround or export the PO into your business system. What happens to the PO then? Once an action is taken with the PO, it is automatically moved to your Received folder.

The Purchase Order can be moved back to the Inbox utilizing the Action Bar. (Please note: The Turnaround function can be completed in any folder.)

  1. Select the transaction in the Received Folder.

  2. Click Options in the Action Bar.

  3. Select Move to Inbox.

Is there a way to automatically move transactions from Received to Inbox?

Well, the short answer? No.

Creating a transaction by Turnaround or importing a transaction will automatically move it to the Received folder. Other than that, there's no way to automatically move a transaction to the Received folder. This is a deliberate process, as files in the Inbox are files that have yet to be reviewed or processed. It's important for you to be aware of these transactions. If transactions moved themselves to the Received folder automatically without any action, it would become easy to become lost with what transactions have and have not been processed.

Related documentation:

Create subfolder

rev: 10/19/21

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