3. Select the required customer. You can use the quick access lookup or
advanced search to find an account if you do not know
the exact account
code.
4. Click on the Orders Tab.
5. Locate the open order you wish to amend and double click it. Alternatively
you can choose Place Orders in the toolbar then select Open Orders
from the menu. Use the drop-down menu next to Order Number to select
the order to amend.
Note: when you go into an open order, the Product Lines tab will show the
quantities still to be delivered. If 0 quantities show this means the order has
been delivered, use the Original Order tab to view the quantities on the order.
Add an Order Line
1. Select the Product Lines tab.
2. Select the next available blank line.
3. Enter the new line. Refer to Enter Product Lines for further instructions.
Delete an Order Line
1. Select the Product Lines tab, Non Stock tab for non stock code lines or Other Charges tab to delete additional charges.
2. Right-click the line to be deleted.
3. From the menu displayed click Delete Line.
4. Confirm you wish to delete the line. Note: if the order line has already
been printed on a delivery note, you will need to cancel the line off the
delivery note first before you will be allowed to delete the order line. If all
lines are to be deleted you should delete the whole sales order instead.
Amend Order Quantities and Prices
1. Select the Product Lines tab.
2. Select the line to amend and move the cursor to the cell to be amended,
e.g. Packs, Sgls, Price, Disc % or Cost Price.
3. Overtype the existing data with the new value. Note: the outstanding
quantity to be delivered will be shown. If a delivery note has already been
produced for the order line, and you increase this quantity it will add this
value to the already delivered quantity rather than replace the original
order quantity with this new amount. If you wish to cancel the backorder
i.e. the remaining quantity outstanding, change the quantity to 0. You may
need to part cancel the delivery note first to 'undo' the delivered
quantity so
that you can then cancel it off the order.
If you increase the quantity on an order line that has had a purchase order
generated for it then a further purchase order will need to be generated and
booked in before you can produce a delivery note for the full quantity.
Amend Order Information
1. Select the section of the order you wish to amend by click the required
tabs, e.g. Deliver To, Header Details, Text Lines, Information etc.
2. Move the cursor to the option you wish to amend and update the data in
that field. Refer to Place a Sales Order for further instructions.