From the wholesaler module, we have the option to create sales orders and edit them, even if the order as such is already marked as shipped.
Requirements to be able to edit the sales order:
- The user must have the role of OWNER or WAREHOUSE MANAGER. You can see the different types of roles in the section Create or edit a user.
- It is essential that we have the delivery notes for the products created.
Steps to edit sales orders:
Go to the side menu and enter the SALES section, within the WHOLESALER module.
- The list of sales orders appears, click on the order you want to edit.
- Before making any edits, so that the order status is updated correctly, it is necessary to cancel the delivery note created in the order. To do this, go to the section DELIVERIES, select the delivery note in question and click on the red CANCEL SENDING button and then on the CANCEL PREPARATION button, located to the right of the list of products. By doing this, the delivery note will go to DRAFT (it is not necessary to cancel the delivery note completely).
- Next, go to the ORDER section, click on the three vertical dots and select "Edit order".
- We will have the option to add new products or to modify the number of products already added to the order. Once the modification is finished, click on "Save".
- Subsequently, we can return to the delivery note in DRAFT, in order to modify it, or we can create a new delivery note (taking into account the edition made).
Image 1: Cancel shipment
Image 2: Cancel preparation
Figure 3: Pending to preparate
Figure 4: Edit order
Please note: If it is an order with more than one delivery note created, in order for the order status to be updated correctly, before making any changes, it is only necessary to CANCEL the SHIPPING and PREPARATION of one of the delivery notes.
Steps to create a new delivery note:
In order to create the new delivery note, we will have to go back to the section of the delivery notes and click on "+ New Delivery Note".
- Now we are on the packing slip page, we can see that a box with several options has appeared at the top:
- Serial number: Serial number of the auto-generated delivery note, can be configured, from DEFAULT SERIAL NUMBER CONFIGURATION.
- Shipping address: Shipping destination address, according to the contact associated with the order.
- Status: Delivery note status (draft, prepared, sent)
- Created by: User who created the sales delivery note.
- Prepared by: User who prepared the sales receipt.
- Sent by: User who sent the sales slip.
- Now it is time to start preparing the products of the sales order that we want to ship. It can happen in many cases, that we do not send everything that the customer ordered, or that we send it in parts. To control this, right in the box of each variant (within the field for editing the units ordered), we will see two little boxes, which indicate the units that have been added to the order (left) and the units that we have already marked as shipped in a delivery note (right).
- Once we have entered all the stocks that have arrived, we will click on the PREPARE button. At this point all the stocks will be updated, removing the ones we have just marked in the order.
- When the shipment is done, click on the SEND button to update the status of the delivery note to "Sent".
- As extra options, we can autocomplete all pending items automatically (useful for not having to go one by one) and print the delivery note (with or without economic valuation).
Image 5: Autocomplete pending
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