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Quantum VS Help: Sales Desk |
A 'Standing Order' Sales Contract may be amended both before and after it has been Completed. This might be because the customer wishes to temporarily or permanently update the quantity of goods delivered, or add/edit/remove lines on the Standing Order.
To edit a 'Standing Order' Sales Contract:
Note: If you are editing a new (i.e. open and not yet Completed) document, go to step 3.
1. Retrieve the 'Standing Order' Sales Contract. You may retrieve and open the Sales Contract:
From the Finder. See Finding Sales Contracts.
From the Open A Recent Document section of the Home tab (if the document has been recently closed). See Finding Recently-Viewed Documents.
From the Sales Contracts tab of the Customer record. See Sales Contracts Tab: Viewing Customer Sales Contracts.
Note: To list only 'Standing Order' Sales Contracts in the Finder: (1) click Advanced on the Finder toolbar to display the Search filter fields; (2) uncheck all the Contract Type fields except Standing Order; (3) ensure values are selected in the Account Type, Status, Delivery Type and Contract Origin filter fields; then (4) click the Search icon.
2. Click Amend on the Toolbar - Sub Menu to put the document into 'Amend' mode.
3. You may now amend the available fields in the Header and Product lines sections (in the Sales Contract tab), and in the other available tabs. For further details see:
Entering Standing Order Header Details (e.g. editing dates, customer information, Route Round details)
Entering Standing Order Product Lines (e.g. amending quantities; adding/deleting lines)
In particular you might wish to do the following:
You may optionally use the Next Quantity column to enter a line quantity which will apply to the next delivery only.
For example: the customer wants to place a Standing Order for 5 bags/units of coal. Therefore, the line STO Quantity will be 5.
However, for the next delivery they do not require any coal to be delivered at all, perhaps because they are on holiday, or because they have built up a surplus. Therefore, you will need to enter a Next Quantity of 0 for the line. Therefore no coal will be delivered on the next delivery. Thereafter, the delivery will default to the regular Standing Order quantity of 5.
For further details see Entering Standing Order Product Lines.
You might also wish to:
Cancel lines on the Standing Order. Use the same method as for Sales Orders - see Cancelling A Line.
Cancel the whole Standing Order - see Cancelling A Standing Order.
4. When you have finished, Complete (or re-Complete) the 'Standing Order' Sales Contract as required. See Completing And Printing Standing Orders.