Prebooks generated from Standing Orders (SO/Prebooks) can be modified from the Master Standing Order and replicated to future Prebooks. You can change the Truck Date, edit product information, and add or remove products from future Prebooks generated from the selected Standing Order.

To activate this setting go to Prebook Settings and enable Allow Salespeople to edit Prebooks after Purchase Order is issued.

Table of Contents

Modify a Prebook from a Standing Order

1. Go to Prebooks & SOs and select Standing Order Summary.
2. 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.
3. Choose the Prebook you wish to modify from the date tabs at the top of the list and modify it.
4. Click on Save to store the changes.
5. Choose if you want to replicate the changes to other Prebooks or if you wish to modify only the selected Prebook.
6. If you wish to replicate the changes, select the date when the changes stop applying to future Prebooks and click Proceed; the system shows the Prebooks that are not modified by the changes.
7. Click Proceed to confirm the changes.

Modify multiple SO/Prebooks through the Master Standing Order  

1. Go to Prebooks & SOs and Select Standing Order Summary.
2. Click Edit in the Actions column from the Standing Order you want to modify; this opens the Standing Order and Prebooks associated with it.
3. Choose the Master tab from the date tabs at the top of the list and modify it.
4. Choose if you wish to notify the Vendor of the changes via email.
5. Click on Save to store the changes.

6. Select the date when the changes get applied to future Prebooks and click Save Changes; the system shows the Prebooks that are not modified by the changes.

7. Click Proceed to confirm the changes.

Modify a SO/Prebook from a Standing Order

1. Go to Prebooks & SOs and select Standing Order Summary.
2. 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.
3. Choose the Prebook you wish to modify from the date tabs at the top of the list and modify it.
4. Click on Save to store the changes.
5. Choose if you want to replicate the changes to other Prebooks or if you wish to modify only the selected Prebook.
6. If you wish to replicate the changes, select the date when the changes stop applying to future Prebooks and click Proceed; the system shows the Prebooks that are not modified by the changes.
7. Click Proceed to confirm the changes.

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 one showing if the Master Standing Order matches the Prebook or not. 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.