Modifying Saved Transactions

You can add, modify, or delete items on a saved transaction. Use the following table to assist you.

Note: You will receive a warning if you change or void an item on a special order that is already on a PO.  If you proceed with the change or void, the action is logged in the Special Order Tracking Log that prints nightly on your bootlog.

If you want to

 

Then

Change an item (i.e. change the quantity, backorder quantity, price, cost, or description)

  1. Click Change.  A dialog box displays.

  2. Type the line number you want to change and press ENTER.  The item information displays in the lower portion of the screen.

  3. Type over the fields you want to change, pressing TAB to move between fields.

  4. Press ENTER.

  5. After making modifications to a saved transaction, press Total. On the Finish Orders menu, select an option to save or invoice the order.

Void an item

  1. Click Void.  A dialog box displays.

  2. Type the line number you want to delete and press ENTER.

  3. After making modifications to a saved transaction, press Total. On the Finish Orders menu, select an option to save or invoice the order.

Add an item

  1. In the Item (SKU) box, type the SKU you want to add.

  2. Click Display to verify that you've entered the correct SKU.  Enter and post SKUs the same way you do for a sale transaction.

  3. After making modifications to a saved transaction, press Total. On the Finish Orders menu, select an option to save or invoice the order.

Display information about an item that is already on the transaction

  1. Click Change.  A dialog box displays.

  2. Type the line number you want to display and press ENTER.  The item information displays in the lower portion of the screen.

  3. Click Display.  Additional information about the item displays.

Discount an item that is already on the transaction

  1. Click Change.  A dialog box displays.

  2. Type the line number you want to change and press ENTER.  The item information displays in the lower portion of the screen.

  3. Click Disc.  A dialog box displays.

  4. Enter the discount information and click OK.  

  5. After making modifications to a saved transaction, press Total. On the Finish Orders menu, select an option to save or invoice the order.

Enter a promotion price for an item that is already on the transaction

  1. Click Change.  A dialog box displays.

  2. Type the line number you want to change and press ENTER.  The item information displays in the lower portion of the screen.

  3. Click Promo.  Enter the promotion information and click OK.

  4. After making modifications to a saved transaction, press Total. On the Finish Orders menu, select an option to save or invoice the order.

Change the price, but retain the promotion or discount flag for an item that is already on the transaction

  1. Click Change.  A dialog box displays.

  2. Type the line number you want to change and press ENTER.  The item information displays in the lower portion of the screen.

  3. Enter the new price.  The following message displays:  "This is a promo/discount item.  Retain the promo/discount code (Y/N)?"

  4. Type Y.

  5. After making modifications to a saved transaction, press Total. On the Finish Orders menu, select an option to save or invoice the order.