Skip to main content

Process Order Lines

image.png

This section is used to manage Sales Order Lines. Actions taken here will affect the Order Status.

Actions

FieldPurpose
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

 

  • 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

 

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