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In this article you will learn to manage Master Standing Orders and Prebooks generated from them (SO/Prebook).
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Prebooks generated from Standing Orders (SO/Prebooks) can be modified from the Master Standing Order, and changes can be replicated to future Prebooks.
You can modify the following information with this process:
Add and remove products
Additional charges
Carrier
Custom fields
Price Lists applying to existing Prebooks
Product information
Recurrence
Ship To
Ship Via
Split product lines in existing Prebooks
Start and End Date of the Master Standing Order
Truck Date of existing Prebooks
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Additional Charges and Custom field changes are not replicated to other Prebooks. |
To enable this feature, go to Prebook Settings and enable Allow Salespeople to edit Prebooks after Purchase Order is issued.
Table of Contents
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Modify a SO/Prebook from a Standing Order
Go to Prebooks & SOs and select Standing Order Summary.
Click Edit in the Actions column from the Standing Order you want to modify; this opens the Standing Order and the Prebooks associated with it.
Choose the Prebook you wish to modify from the date tabs at the top of the list and modify it.
Click on Save to store the changes.
Choose if you want to replicate the changes to other Prebooks or if you wish to modify only the selected Prebook.
Optional: If you want to replicate the changes, select the date when the changes stop applying to future Prebooks and click Proceed. The system will show the ones that are not modified by the changes.
Click Proceed to confirm the changes.
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Take the following statements into account:
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Modify multiple SO/Prebooks through the Master Standing Order
Go to Prebooks & SOs and Select Standing Order Summary.
Click Edit in the Actions column from the Standing Order you want to modify; this opens the Standing Order and Prebooks associated with it.
Choose the Master tab from the date tabs at the top of the list and modify it.
Choose if you wish to notify the Vendor of the changes via email.
Click on Save to store the changes.
Select the date when the changes are applied to future Prebooks and click Save Changes. The system will show the ones not modified by the changes.
Click Proceed to confirm the changes.
Changes only affect Purchase Orders that have not been confirmed by the Vendor.
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Modifying a Standing Order will change the information on the Prebooks generated from it after the changes. If you want to apply the changes to existing Prebooks generated from the Standing Order, select the most recent date of existing Prebooks described on step six. |
Color Labeling - Prebook Tabs
The tabs on the Add Prebooks page allow you to navigate between Prebooks when you modify them from a Standing Order. In addition, you can modify several Prebooks simultaneously by using a Master Standing Order or individually by selecting the Prebook you want to change.
These tabs can be one of two colors, each showing if the Master Standing Order matches the Prebook. Here is the meaning of each color:
Blue: The Prebook matches the Master Standing Order.
Gray: The Prebook is different from the Master Standing Order.
Color Labeling - Product List
The item list uses color to indicate the status of each line compared to the Master Standing Order.
Four different colors give you helpful information about the Items in a Prebook:
Green: Item Added.
Yellow: Item Price or Cost changed.
Gray: Item Held.
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