The article outlines the steps to Add a Sales Order Line Item to an existing Sales Order
PURPOSE
This function enables users to add one or more line items to an existing sales order. It is commonly used to include additional products requested by the customer or to correct previously omitted items.
KEY BENEFITS
- Allows multiple items to be added in a single transaction
FOLLOW STEPS BELOW:
1. Ensure that the Sales order is in an ‘Editing’ Status
2. Click on the add icon from within the sales order line item section
3. Within the ‘Search Job Products’ Window, apply relevant filters
4. Enter a Search Criteria and Click ‘Search’
5. Click ‘Select’
6. Within the ‘Sales Order Item’ Window capture the units by Size
7. Click Close
ADDITIONAL NOTES
After adding line item(s), remember to update the Sales Order status back to its appropriate state (e.g., Approved).
NB. For a quick tutorial watch below