Amending Product Quantities in a Sales Order

Learn how to amend product quantities in a sales order when stock is insufficient. Adjusting quantities ensures that your sales order can be processed correctly, preventing incomplete orders.

Step-by-Step Guide

1. Create a Sales Order

Begin by creating your sales order as usual, including the quantity of items you want.

2. Identify Insufficient Stock

If the quantity you enter exceeds the available stock, the quantity box will turn red. This indicates that there isn’t enough stock to fulfil the order.

3. Adjust the Quantity

To resolve this, type over the red text and enter a quantity that matches the available stock. Once corrected, the quantity box will no longer be red, and you can proceed with your order.

4. Complete the Sales Order

After adjusting the quantities, continue with the rest of the sales order process as normal.

5. Avoid Incomplete Orders

If you do not amend the quantity when the stock is insufficient, the sales order will not show as Completed after processing. The summary will indicate that the full order wasn’t picked.

FAQs

What happens if I don't amend the quantity?

The order will remain incomplete, and the summary will show that the full order wasn't picked.

Can I amend quantities after the sales order is saved?

Yes, you can return to the order and amend quantities before processing the pick.

Why does the quantity box turn red?

The red colour indicates that the requested quantity exceeds the available stock.

Will the system automatically adjust quantities?

No, you must manually adjust the quantities to match available stock.

Can I save an order with insufficient stock?

Yes, but the sales order will not complete successfully until the quantities are amended to match available stock.