Process Order Lines
This section is used to manage Sales Order Lines. Actions taken here will affect the Order Status.
Actions
Field | Purpose |
Cancel |
Cancel the whole Sales Order Line
If you wish to only partially Cancel the line, you will have to Cancel the line, and add a new one at the required quantity
This will only be possible after the item has been delivered |
Transfer |
Initiate a Transfer
This will allow you to initiate a Transfer from the allocated Store and Location to one of your choosing
This will only display if the allocated Store has 'Enable for web sales fulfilment?' set to 'no' |
Order |
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 to 'collate purchase orders'
This will only display if the Product is linked to a Supplier enabled for Purchase Orders |
Dropship |
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
This will only display if the Product is linked to a Supplier enabled for Dropship AND the Sales Order has Delivery applied |
Packed |
Tick this to pack the Sales Order Line
You will be prompted to confirm the quantity to pack |
Despatch |
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 |
Return |
Tick this to return the Sales Order Line; you will then be prompted or additional information
This will only be possible after the item has been delivered |
Delivery Date |
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 |
Expected Goods In Date |
This will show below the requested delivery date
This will only show if the Sales Order Line is allocated to a Purchase Order |
Tracking |
Use this to record line specific tracking information
This will be sent to the customer
For order level tracking information, use the Delivery Management section |