# Process Order Lines

[![image.png](https://bookstack.iconography.co.uk/uploads/images/gallery/2025-08/scaled-1680-/e3iimage.png)](https://bookstack.iconography.co.uk/uploads/images/gallery/2025-08/e3iimage.png)

This section is used to manage Sales Order Lines. Actions taken here will affect the [Order Status](https://bookstack.iconography.co.uk/books/sales-orders/page/order-status "Order Status").

### Actions

<table border="1" id="bkmrk-field-purpose-cancel" style="border-collapse: collapse; width: 100%; height: 754.485px;"><colgroup><col style="width: 49.9392%;"></col><col style="width: 49.9392%;"></col></colgroup><thead><tr style="height: 29.7969px;"><td style="height: 29.7969px;">Field</td><td style="height: 29.7969px;">Purpose</td></tr></thead><tbody><tr style="height: 80.1875px;"><td style="height: 80.1875px;">Cancel</td><td style="height: 80.1875px;">*Tick this to cancel the Sales Order Line; you will then be prompted or additional information*

- *Quantity to return*

<p class="callout info">*If you partially cancel a line, this will split the line into two*</p>

<p class="callout info">*This will only be possible prior to the item being delivered*</p>

<p class="callout warning">*Cancelling all or part of a line will also remove all associated discounts applied at line level; sales order level discounts will not be deleted*</p>

</td></tr><tr style="height: 154.578px;"><td style="height: 154.578px;">Transfer</td><td style="height: 154.578px;">*Initiate a Transfer*

*This will allow you to initiate a Transfer from the allocated Store and Location to one of your choosing*

<p class="callout info">*This will only display if the allocated Store has 'Enable for web sales fulfilment?' set to 'no'*</p>

</td></tr><tr style="height: 193.766px;"><td style="height: 193.766px;">Order</td><td style="height: 193.766px;">*Create a back to back Purchase Order for this Sales Order line*

*Ticking this will create a new Purchase Order Line, either as part of an existing Purchase Order, or as a new Purchase Order, depending on whether you have set the [Supplier](https://bookstack.iconography.co.uk/books/suppliers "Suppliers") to 'collate purchase orders'*

<p class="callout info">*This will only display if the Product is linked to a Supplier enabled for Purchase Orders*</p>

</td></tr><tr style="height: 176.969px;"><td style="height: 176.969px;">Dropship</td><td style="height: 176.969px;">*Create a drop ship Purchase Order for this Sales Order line*

*Ticking this will create a new Purchase Order for delivery to the Customer's delivery address*

<p class="callout info">*This will only display if the Product is linked to a Supplier enabled for Dropship AND the Sales Order has [Delivery](https://bookstack.iconography.co.uk/books/sales-orders/page/apply-delivery "Apply Delivery") applied* </p>

</td></tr><tr style="height: 29.7969px;"><td style="height: 29.7969px;">Packed</td><td style="height: 29.7969px;">*Tick this to pack the Sales Order Line*

*You will be prompted to confirm the quantity to pack*

</td></tr><tr style="height: 29.7969px;"><td style="height: 29.7969px;">Despatch</td><td style="height: 29.7969px;">*Tick this to despatch the Sales Order Line*

*You will be prompted to confirm the quantity to despatch; this will default to the number of items which have been packed*

*If you partially despatch a line, this will split the line into two*

</td></tr><tr style="height: 29.7969px;"><td style="height: 29.7969px;">Return</td><td style="height: 29.7969px;">*Tick this to return the Sales Order Line; you will then be prompted or additional information*

- *Quantity to return*
- *Return reason*
- *Location (to which the items should be returned; this will default to the default return location for the Store from which you are currently working)*
- *Flag if an exchange is required*
- *Create a [Supplier Return](https://bookstack.iconography.co.uk/books/supplier-returns "Supplier Returns")*

<p class="callout info">*This will only be possible after the item has been delivered*</p>

<p class="callout info">*If you partially return a line, this will split the line into two*</p>

</td></tr><tr><td>Delivery Date</td><td>*This will show the requested delivery date, if there is one*

*This will be overwritten by the actual delivery date for the Sales Order Line once it is marked as despatched*

</td></tr><tr><td>Expected Goods In Date</td><td>*This will show below the requested delivery date*

*This will only show if the Sales Order Line is allocated to a Purchase Order*

</td></tr><tr style="height: 29.7969px;"><td style="height: 29.7969px;">Tracking</td><td style="height: 29.7969px;">*Use this to record line specific tracking information*

*This will be sent to the customer*

<p class="callout info">*For order level tracking information, use the [Delivery Management](https://bookstack.iconography.co.uk/books/sales-orders/page/delivery-management "Delivery Management") section*</p>

</td></tr></tbody></table>