Line Item Edits

See Also

Order Entry - Overview

The Item Edits effect only the selected line item. All edit options are available on the Item Edits pull-down menu. Those Item Edit options available on the tool bar are denoted below with their corresponding icon.

When reviewing an order, click the headers above the line item grid to change how the items are listed.

Options With Tool Bar Icons (Available also on pull-down menu)

Delete Item - deletes the item from the order. Note: If an item has been shipped, it cannot be deleted.

Record Return of Item - records the item as returned from the customer. An item must have a "shipped" status in order to be returned.   Items can also be returned using the Return Merchandise Authorization screen.

Note: To select the serial numbers to be returned when returning a serialized item, it must be entered on the item's original order and the return code must return the item to inventory.

Change Status - enables you to change the status for an item. For example, an item that is back-ordered (BO) can be changed to filled (CM).

Extended Stock Information - displays any extended information and/or graphic illustration for the item defined Maintain Stock Items.

Subscription Data - displays the subscription information for a subscription type products only. Only for use with the Subscription Management Module.

Exchange this Item for another- enables you return the selected item and add another item free of charge using the Exchange Product Selection screen.

The Following Icons control how the items will be listed on the Pick Tickets, Packing Slips, and Invoices.

Move Item up in List- Moves the Item higher in the sequence of items on the order.

Move Item down in List- Moves the item lower in the sequence of items on the order.

Sequence Number Selection- Allows you to select the sequence number that you wish the item to appear on the order.

Note: If the Line Items are sorted by a column other then No., only the sequence number will change.

Options Without Tool Bar Icons (Only on pull-down menu)

• Change Discount - enables you to change the discount applied to the item.

• Change Unit Price - enables unit price for the item to be changed.

• Change Quantity - enables you to change the quantity of a line item. It can be used only if the order has not yet been invoiced.

• Package Control - enables the package ID number for the item to be changed.

• Change Stock Number - enables you to change the stock item on an order that has not been invoiced or reset.

• Automatically Repeat Shipment - enables you to set up a Club Membership Plan for the item selected to continually repeat the item's shipment.