Deleting a sales order that has not been fully shipped in the Sales company

Features for the Sales Person in the Sales Company
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Presenter: Cecilie Merwald Bertelsen

Sometimes we have a sales order that we cannot deliver everything on, and we agree with the customer that they’re not going to get the rest of what they ordered.

This is what happens in the video

So here on this sales order, I have shipped some of the items, but I’m not gonna be able to ship the last part. So I’ll just invoice the customer for the same amount. Post here for the customer in the sales company.

But now I want to fix the rest of the order here so that I can remove the order, and send the update to the supply company. So what I’ll do here now is that I will reopen the sales order. And change quantity to one here so that the lines match. And then I will release the order.

So now I go to the supply company, and now the quantity will be updated here as well.

So now the quantity is updated here, and I can continue with the order, and close both orders. So they won’t be lying there waiting for shipping the rest.