Why:

You might want to add or remove parts lines from an order before it is completed.

 

Where:

From the Parts Order View, highlight the order that you would like to amend and then right-click and select Open. Alternatively, highlight the order and select Order > Open from the menu bar, click the open button  or double-click the order. All of these methods will display the Order Details window for the selected order.

 

How to Amend Parts Orders:

From the order details window, you can add more parts by following the process described in Creating a Parts Order. Parts can be removed from an order by highlighting the required part from the list section of the Order Details window, right clicking and selecting Delete. This is described in more detail in Removing Parts from an Order.

Right-clicking a part line and selecting open displays the Part Order Line Details window. From here, amendments can be made to editable fields.

 

What else would you like to do?

Changing the Customer on an Order or Quotation.

Complete the order and raise an invoice, as shown in Invoicing a Parts Order.