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.
Roles enabled to perform this action: Admin and Sales Users.
Additional Charges and Custom field changes are not replicated to other Prebooks.
Table of Contents
To enable this setting, go to Prebook Settings and enable Allow Salespeople to edit Prebooks after Purchase Order is issued.
Related Articles
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Settings (Knowledge Base)
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Settings - Standing Orders (Knowledge Base)
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Set Up Additional Invoice Charges (Knowledge Base)
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Administrator (Knowledge Base)
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Prebook Settings - Multiple Locations (Knowledge Base)
Modify a 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 were not modified by the changes.
Click on Proceed.
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.
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.
Deleting a product from a Prebook does not replicate to other Prebooks. You can place a product on hold or erase it from the Master Standing Order to replicate these 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 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.