Editing orders

iMIS Orders allows you to edit orders that have not been invoiced. Editing may be required for different situations. For example, a customer may decide to change either the products or product quantity ordered, or the wrong shipping information may have been entered for an order.

Whatever the reason, you have the ability to edit orders that have not been invoiced. Once an order is invoiced, it can no longer be edited or canceled. Debit memo orders are used to increase the number of products purchased for an original invoiced order, and credit memo orders are used to reverse an invoiced order.

To edit the product quantity ordered

Follow this procedure to edit the products ordered, to edit the quantity ordered, or to delete a product from an order.

Note: You cannot edit an order that has been invoiced.

  1. From Orders, select Enter and edit orders to open the Enter and edit orders window. The Overview tab displays by default.
  2. Open the order (see Finding orders) from which you want to delete a product.
  3. Click Edit.
  4. From the list of Product Line Items, select the product that you are going to edit.
  5. Place your cursor in the line-item's Quantity field, and update the product quantity. If you are deleting a product from an order, enter a zero (0).
  6. Click Save to update the order. The Price field will continue to display the product price, but the Extension field will display the updated total product price for the order. The Order Total and Balance fields will update accordingly.

To add a product to an existing order

Follow this procedure to add a product to an existing order. To add a product to an existing order, the order must not have been invoiced. If additional products need to be added to an invoiced order, you must enter a debit memo order.

  1. From Orders, select Enter and edit orders to open the Enter and edit orders window. The Overview tab displays by default.
  2. Open the order (see Finding orders) to which you want to add a product.
  3. Click Edit.
  4. Without deleting any applicable discount, place your cursor in the % Disc field of the last line item of the order, and press Tab. Your cursor now will be in the Product field.
  5. Enter the product code in the Product field, or select the Find icon to open the Product Find window and search for a product (see Searching for products).
  6. Enter the number of new products ordered in the Quantity field.
  7. (optional) Edit the product Price if necessary.
  8. (optional) Enter a percentage discount for the product in the % Disc field.

    9. Entering a product-level discount in the % Disc field overrides any order-level discount entered in the % Discount field. However, product-level discounts are applicable only for a given product and do not affect entire order-level discounts.

  9. Press Tab to add the product to the order. The product will display in the list of Product Line Items, and your cursor will be in the Product field.
  10. Repeat this process for each additional product to be purchased.
  11. Click Save to update the order.

To override a product's default warehouse

If you are using Multi-Warehouses, follow this procedure to override a product's default warehouse. To override a product's default warehouse, multiple warehouses must be defined for the product on the Warehouses window.

  1. From Orders, select Enter and edit orders to open the Enter and edit orders window. The Overview tab displays by default.
  2. Enter a new order (see Entering orders), or open an existing order (see Finding orders).
  3. While in the edit mode, double-click the product line-item for which you want to enter specific order information. The Product Detail window will open.
  4. (Optional, only if using Multi-Warehouses) Override the product's default Warehouse if necessary:
    • Enter a Warehouse; or
    • Select the Warehouse field's Find icon, and select a warehouse with sufficient inventory to fill the order.
  5. Click OK to close the Product Detail window.
  6. Click Save to save the order information.

To place a product on backorder

If a customer orders a product that incorrectly shows to be in inventory, you can edit the order and place the product on backorder if the order has not been invoiced.

  1. From Orders, select Enter and edit orders to open the Enter and edit orders window. The Overview tab displays by default.
  2. Open the order (see Finding orders) for the product you need to place on backorder.
  3. Click Edit.
  4. Select the product that you are going to place on backorder from the list of Product Line Items.
  5. While pressing Shift, place your cursor in the Ship field. The Ship field enables and becomes editable.
  6. Enter a zero in the Ship field, and press Tab. This will update the Back field with the original product quantity ordered, and the Ship field will be cleared.
  7. Click Save. The Committed field on the Manage products window will decrease by the number of products placed on backorder.