If you need to make changes to many or all of your open sales orders, but don't want to go through the tedious process of changing them all one-by-one, then using a mass sales order change may be the ticket! With this tool, you can adjust quantities of products ordered on every open sales order for a specific date, all in one place.
If you're looking to reprice your open sales orders, please see our tutorial Reprice Orders for more information.
To make a mass sales order change:
- Navigate to the Sales Center then the Mass Sales Order Changes button.
- Select the Delivery Date you would like to make changes to the orders for.
- Filter out the customers and products that don't need to be included in the mass order change by un-checking the box to the left of them.
- There are 2 ways to make changes to the sales order product quantities:
- Bulk adjustment: You can update all items simultaneously by:
- Filling in the Adjust all line items by field with the quantity or percentage change you'd like to make.
- Then select either % or PC from the drop down to the right.
- Finally, select the green arrow button to the right to initiate the changes in the product grid below.
- Filling in the Adjust all line items by field with the quantity or percentage change you'd like to make.
- Per line item adjustment: You can update individual products by adjusting the quantity in the proposed column to the value you'd like to change the sales orders product quantities to.
- Bulk adjustment: You can update all items simultaneously by:
- Click the Update Orders button apply the proposed change to the open sales orders.
