Sales order actions

Sales order actions

Overview

There are a range of Sales Order Actions you can do to affect many sales orders at once. This includes:  

  • Bulk load products

  • Bulk update discount

  • Refresh pricing and product information

Find sales order actions

  1. From the left navigation, click Sales, then Sales Orders.

  2. Select the Ref column Reference ID for a given Sales Order to edit the transaction.

  1. The Actions button is provided.

Bulk load products

This function allows you to scan or paste a list of product codes or barcodes to add multiple products to a Sales order in bulk.

  1. From the Actions button, select Bulk Load Products.

  1. Scan or paste the Product codes or Barcodes you would like added to the order.

  1. Select OK to add the product.

 

The products will then be added to the order.

Bulk update discount

This function adds a discount to every line in an order. This is useful if you want to add a discount to an order with hundreds of line items.

To use this function:

  1. From the Actions button, select Bulk Update Discount.

  1. Enter the discount percentage you'd like to apply.

  1. Select OK to apply the discount. The discount will appear in the % disc column for every line item in the order.

Refresh pricing and product information

When you initially enter a product into a Sales Order, the details are pulled from the products module. Once saved, these details are not changed regardless of any changes to products in the products module.

In some situations, however, it may be necessary to reload the product data. This could be the result of you having renamed some of your products, or the costs were initially loaded incorrectly.

By selecting Refresh Pricing and Product Information, all product data is reloaded.

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