Changing An Item(S) Qty On An Order

Task/Problem Overview

The following article will cover how to change quantities of an item on an order whether it’s been already picked, staged or not.

Change the Qty of an Item on an Order that has NOT been Picked

• Select Open to search for the order you are updating.

  

• Once you’ve found the order, next go to the History tab and unlock the order

  

• Simply key in the new quantity on the spreadsheet in the quantity field:

  

• Hit Save so the changes take effect. The order total is updated immediately.

  

• A message will popup A Backorder shipper will be kicked off. Would you like a pick ticket printed when a shipper is created? Click “Yes”

  

• Hit Close on the Back Order Processing Summary Screen.

• An additional release will be generated with the item on it and the difference of the new and original quantity. If it’s in stock, a pick ticket will automatically print. Click on the Status tab.

  

• To put everything on one release so that the additional item isn’t invoiced separately, hit the Release Management button.

• Then, select the Merge or Merge All buttons to merge specific part numbers or Shipper(s) of your choice

• At the bottom right of Release Management, you will select Allocate Shipper. If you would like to Print a Pick Ticket for a newly created shipper, checkmark “Print PT for newly created shipper” at the bottom left of the Release Management screen.

• Then, you will see that the releases you merged will be crossed out, and a new release is created that contains the items of the others.

  

Change the Qty of Item on an Order that has been Picked, Staged

• Select Open to search for the order you are updating.

  

• On the status tab select the shipper to open,

  

• Select the line that you want to Unrelease. Right click and choose “Unrelease Line”

• The Unrelease Line popup box will ask to please enter the new amount allocated. The amount entered must be less than or equal to the quantity allocated on this pick Ticket. Enter 0 as the amount.

• Click OK. Save and Close. That line will decrease or cross out if entering 0 on the Shipper

And the process above will start all over by selecting Release Management and Merge specific part numbers and/or Shipper(s).

• To Unrelease the entire Shipper, Hit the Post button and choose Unrelease.

  

• Confirm that you want to do that.

  

• Hit the Close button to be taken back to the Order.

  

• Go to the History tab and unlock the order.

  

• Now, simply edit the quantities. To delete an item, put in a 0 quantity.

  

• Hit Save so the changes take effect. The order total is updated immediately.

  

• Hit Close on the Back Order Processing Summary Screen.

  

• The deleted item will be crossed out.

• The original shipper will be crossed out, and a new one is created.

• At this point, the order will be processed as normal.