Add, Edit or Delete Standing Orders in Units
In this article, you will learn to add, edit and delete Units created from Standing Orders.
User roles: Admin, Sales Manager, Sales, Procurement Manager, and Allocations.
You can only create Standing Orders by units when the Sell By Units Setting is enabled.
Add a Standing Order in Units
To add a Standing Order in Units, do the following steps:
Go to Prebooks & SO’s and select Add Standing Order.
Create a Standing Order.
Go to the Units tab under the Item Information section.
Fill in all the required fields.
Optional: Add UPC Information, Mark Code, Notes, Spec Sheet, and tags.
Click on Save.
When creating a Standing Order, take the following statements into account:
Only Procurement Managers or Admins can access cost entry.
Any Standing Orders created in units will not generate POs.
You cannot add units to an order if the customer is Future Sales.
Editing Standing Orders in Units
To edit Standing Orders in Units, do the following steps:
Go to Prebooks & SO's and select Standing Order Summary.
Use the filters to Search for the standing order.
Go to the Actions column and click on Edit.
Select the line that needs editing under the Units tab in the Product Information section.
Click on Edit from the Actions column.
Make the changes needed.
Click on Add.
Delete Units From a Standing Order
To delete products from a Standing Order, do the following steps:
Go to Prebooks & SO's and select Standing Order Summary.
Find the Standing Order.
Go to the Actions column and click on Edit.
Click on the Units tab.
Select the line you want to delete.
Click on Delete from the Actions column.
Click on Delete in the confirmation pop-up.
Related Articles
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Allocations (Knowledge Base)
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Create a Standing Order (Knowledge Base)
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Standing Orders (Knowledge Base)
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Prebooks (Knowledge Base)
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Reactivate a Standing Order (Knowledge Base)