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Quantum VS Help: Sales Desk |
A Sales Order may be amended after it has been Completed, up to the point where a Sales Invoice has been issued. To edit a Sales Order:
1. Retrieve the Sales Order. You may retrieve and open the Sales Order:
From the Finder. See Finding Sales Orders.
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 Orders tab of the Customer record. See Sales Orders Tab: Viewing Customer Sales Orders.
2. The Sales Order is opened. Click Amend on the Toolbar - Sub Menu to place the document in 'Amend' mode.
3. You may now amend the available fields in the header and product lines sections (in the Sales Order tab), in the other available tabs, and in the Properties area. For further details see:
Note: You may also edit the Batch/Bin/Serial Number allocation of any product which is 'batch traceable'.
4. Complete (or re-Complete) the Sales Order if required. See Completing Sales Orders.
Note: For advice on editing a 'held' Direct Sales Order see Editing Direct Sales Orders.