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Inspecting and Changing Sales Orders

You can change an Order at any time unless it has been closed.

If you are using Windows or Mac OS X, follow these steps:

  1. Check the Navigation Centre to ensure you are in the Sales Orders module. If you are in a different module, click the [Switch Module] button in the Navigation Centre or use the Ctrl-0 (zero) (Windows) or ⌘-0 (Mac OS X) keyboard shortcut. Double-click 'Sales Ledger' in the subsequent list.

  2. To open the Sales Order register, click the [Registers] button in the Navigation Centre and double-click 'Orders' in the resulting list. You can also use the Ctrl-1 (Windows) or ⌘-1 (Mac OS X) keyboard shortcut. The 'Orders: Browse' window will be opened, listing every Order.

  3. Double-click on the Order you want to inspect or change.
If you are using iOS or Android, follow these steps:
  1. Check the Navigation Centre to make sure you are in the Sales Orders module. If you are in a different module, tap the [Switch Module] button in the Navigation Centre and then tap 'Sales Orders' in the subsequent list.

  2. To open the Invoice register, tap the [Registers] button in the Navigation Centre and then tap 'Orders' in the subsequent list. The 'Orders: Browse' window will open, listing the Orders that are already in the system.

  3. Tap the Order you want to inspect or change.
In both cases, the window 'Order: Inspect' will appear. This is identical to the 'Order: New' window described here.

If you have issued a Delivery or Invoice from the Order, some changes may not be permitted. For example, you cannot change a Quantity to a number lower than has already been delivered. You can add new rows at any time, but you cannot insert or remove rows after Deliveries have begun, even if no Delivery has been made from the row in question. You will not be able to change the Location on the 'Del. Terms' card or in the delivered row.

If you have marked the Order as OK, the Language field on the 'Price List' card will be the only field that you can change. Depending on how you have configured the 'Form Definition' window for the Order form, changing the Language can change the Form Template that will be used when you print the Order, and it can also determine the printer that will be used to print the form. Please refer here for more details.

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The Sales Order register in Standard ERP: