Editing IQ Store Item Quantities on Sales Order

Editing IQ Store Item Quantities on Sales Order


Order quantities can now be edited without the need to go back to the store to increase the quantity or remove the item altogether in order to add it again to reduce the quantity.


There are several places that the quantity can be edited, both before you complete the order as well as after the order has been accepted.


Change Quantity from the Order Screen


When creating an order you can click the Cart to see its contents.

There is a new ‘Edit’ icon to the left of the store items. Clicking this icon opens an editable Quantity field.










Change the quantity required and click update…




Both the quantity and price are updated.


For products that are set up with Fixed Quantity Breaks, when editing the quantity a drop-down quantity selector is presented to select the new quantity from.





Change Quantity from the Checkout Screen


After going to the Checkout screen, you can edit the quantities as above by opening the Shopping Cart and making changes as described above without the need to go back to the store.





Alternatively, you can click on the new Edit icon to the left of the product title.




This opens a new Edit Quantity modal where you can set the required quantity.




Again, if the product is defined with Fixed Quantities then a drop-down list is presented to select the quantity from…




The freight will automatically recalculate its costs based on the weight of the new quantities.


*** On multiple deliveries the delivery quantities will be wiped out and will need to be manually reassigned.


Change Quantity from the Order Details Screen


After the order has been accepted, the quantities can still be changed from within the Sales Order itself.

There is a new toolbar at the top of the Sales Order Details screen. The Picking List and Packing Slips are now located on this toolbar.

There is also a history of the actions performed on the sales order that is accessible from here.

To the right of the toolbar is Edit Order.




Clicking the Edit Order button opens an Edit Quantity modal.
















Quantities for all the items on the order can be accessed here.


The freight price is again re-calculated to reflect the updated weight of the order.



If the sales order is pre-paid or has had an invoice generated (including invoices on ‘parent’ sales orders of items on back-order), when the accepted order is edited to change the quantity, a Misc Charge switch appears in the modal, enabled by default.





The sales order will then show that there IS an invoice as well as indicating that additional charges are to be invoiced.




The new sales invoice will bring thru the value of the changed quantity as well as any change to the calculated freight. The invoice description depicts the updated quantity for each item…




If the total value of the invoice is negative, due to a reduction in quantities, the generated invoice will be created as a Credit Note ready to export to your accounts system.


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