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| Infoexcerpt |
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How do I remove a Product on a Sales Order (or swap it for another)? |
Use the following guide to swap a Product on a Sales Order for another:
There are many reasons why you might need to do this but the most common are:
Stock physically cannot be found or has been damaged.
Your Customer has requested that a Product be changed.
The item on the order can only be changed if it has not already been marked as Delivered.
If the Order item is shown within ‘Deliver Orders’ it must be unallocated first.
Once done the Order will become available for editing (it should show within Allocate Orders).
Once the item can be edited (it will show as Outstanding with a status of 'O'), highlight the line you wish to change and either click the Delete button on your keyboard or change the quantity of the line to zero.
If you change the quantity of the line to zero it will be removed the next time you click the Save button.
Once the line has been removed the replacement Product can be added (if there is one).
Click the Save button to confirm the changes.
You can now process the Order.
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If you have already submitted the Order to your Warehouse they will now have the Order as it was originally.
If the order was submitted to your Warehouse before you made changes, it is your responsibility to make sure that your Warehouse receives and updates their version of the Order correctly. |