Editing IQ Store Item Quantities on Sales Order

Editing IQ Store Item Quantities on Sales Order

Editing IQ Store Item Quantities on Sales Order

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 Quotes Order Screen

When creating an order, you can click the Cart to see its contents.
There is an ‘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

On 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 Edit icon to the left of the product title:



This opens an 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 accepted Order Details Screen

After the order has been accepted, the quantities can be changed from within the Sales Order itself.
To the right of the toolbar is Edit Order:

Clicking the Edit Order button opens an Edit Quantity modal.


By default, the option to ‘Calculate Charge’ is selected:


*It is important to take not of the message shown in the hover:
‘Recalculate the charge based on current items prices, or the current unit price if the price has been edited’

 

In this example, we had the original ‘Item A’ set at a unit rate of $10 when the quote was created:



After the quote was created, the store item has had its price updated from $10 to $15:


The original order here was for a qty of 10 units at $10 each for a total of $100:



As I have not made any manual edits to the price, changing the qty and clicking ‘Update’ will reprice the order to $15 (as it is going back to the store item to retrieve the price) *11:


To now invoice at $165:



If I want to retain the quoted price of $10 per unit and not have printIQ lookup the items current rate, turn off the slider for ‘Calculate Charge’. This will change the modal display. You will now see the ‘Target Retail Price’ and current Qty:


Hover over the refresh ‘arrows’. This will display what rate any updated qty will recalculate at.
What it is doing is taking the current price ($100) and dividing it by the current qty (10) to display the $10 unit price:


If I now change the qty to ‘11’ and click the refresh ‘arrows’:


The price will recalculate based on that unit rate:


Click ‘Update’ and now it charges the $10 per unit for the 11 qty and we get $110:






It is important to note the with ‘Calculate Charge’ turned off, all unit rate calculation are based on the ‘Target Retail Price’ filed which can be overwritten at any stage.
For example, I have a ‘Target Retail Price’ $100:



I may want to give a discount and change the $100 to $80 and NOT change the qty:


If I then do an additional edit later to the qty, the unit rate will now be updated to reflect the manual change I have previously added. In this case, the unit rate is now $8 per unit:



Changing he qty and recalculating will now use the $8 unit rate and give a price of $88 for 11 units:

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

 

Invoiced Orders

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



The screen will flag you showing the previous invoice.
You can then decide to cancel the original or edit the price on the new invoice for the difference:


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