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Revise Line Item Screen

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Overview

The Revise Line Item individual items listed on an order screen synonymous with the Microsoft Access Form Object or user interface. is used to change the quantity ordered, the SKU the abbreviation for Stock Keeping Unit; a unique identifier used to track product inventory, unit price or drop-ship options for a specific line item at the Orders screen. Approved orders cannot be revised, you must first un-approve an order Indicate that an order is ready to ship, i.e. payment has been collected, any necessary drop ship orders have been placed, etc. If an order is approved, both the Approve and Complete checkboxes are checked on the View Orders screen. and then make revisions.

Select to mouse "left-click" on an object, usually a row in a table, in the context of Order Manager documentation the item you wish to change then click the Revise button.

 To leave an order unchanged, click [Cancel].  

Make the desired changes and then click [OK].

The program will adjust the amount due for the order, taking into account the new quantity and SKU, plus any sales taxes, discounts, surcharges, restocking fees, etc.

If you find that the program reports an amount shipped that exceeds your quantity on hand, enter the actual quantity that you can ship in the Change The Quantity Shipped To field. This will cancel backorders for the item and change the Shipped quantity to the value you entered. The program will adjust the amount due for the order, taking into account the new quantity and SKU, plus any sales taxes, discounts, surcharges, restocking fees, etc.

If you want to change an item from regular shipping (from your company) to drop shipping (from the supplier vendor), check the Drop Ship an order placed with a supplier for an item or items that are not normally stocked by the merchant; the supplier then ships the merchandise directly to the merchant's customer. The merchant does not take ownership of any of the supplier's inventory. This Item option one of the possible choices for a product's attribute; for example, blue is an option for the product attribute of color and enter the pertinent supplier and shipping date information. This will return the product to inventory (if any of the product was “Shipped”) and add the item to the Drop Ships tab. The item will then need to be ordered through the regular drop ship ordering process.

As of V5.929, the program is aware of externally fulfilled items/orders, such as those from Amazon FBA Fulfillment by Amazon. While the program will allow the user to change order information for externally fulfilled items, this practice is NOT RECOMMENDED.

Description of the Revise Line Item Screen

Original SKU Fields

• SKU  - reflects the Stock Keeping Unit of the line item as it originally appears on the order
• Description - this field is not labeled as such,  but it is found below the Original SKU field and contains the value of the description field found in the original line item's inventory record
• Quantity Field - reflects the number of units ordered of the original line item
• Original Price Field - reflects the price of the original line item

View/Edit Product Button

• this button opens the Inventory screen of the selected New SKU

Search SKUs Button

• opens the Find a Product/Search Inventory screen
• the user can enter search criteria to locate a particular product record and then select it as the New SKU to be used  

Add New SKU Button

• opens the Add New Product screen
• the user can create a new product inventory record on the fly
• a limited subset of fields can be populated at this screen; use the Inventory screen to add more data to the product record at a later date    

New SKU Fields

• New SKU Drop-down list - select a new product inventory record to replace the original SKU of this line item
• Description - this field is also not labeled but it contains the description field found in the New SKU's product inventory record
• Quantity Field - enter the number of units of the New SKU to be ordered or use the Up and Down arrows to change the value of this field
• Option Fields (1 - 10) - these fields will contain the possible product attributes Product attributes are color, size, or style etc. An attribute can have various options or variants from which the customer can choose, such as Large or Extra Large for the size attribute, or Blue or Green for the color attribute. The base product SKU combined with each of the possible options for each attribute create a sub-SKU record in the Order Manager's inventory. Sub-SKUs are important for tracking the accurate quantity on hand for a particular item rather than the general product. of the New SKU, such as Color or Size
• Freeform Options Field - if the New SKU has Freeform Options, they will be listed here
• Change the Quantity Shipped to:_____ Field  - allows the user to change the number of units the program should record as Shipped and cancel any backorders for the New SKU

• Drop Ship this Item Checkbox - allows the user to tell the program to place a drop-ship order for the line item, rather than filling it from stock; select the supplier and set an actual or expected ship date    

New Price Fields

• Sale Price Field - reflects the sale price of the New SKU, as entered in its product inventory record; cannot be altered here
• Regular Price Field - reflects the regular selling price of the New SKU, as entered in its product inventory record; cannot be altered here
• Discount Type Radio Buttons (None, % Off or Cost + Selected Markup Percentage) - if desired, choose a discount type to be applied against the price of the New SKU
• Sell at Field - enter a specific price for the New SKU in this field to change the price of the new line item rather than by applying a discount

OK Button

• click this button to update the current line item with the changes made at this screen

Cancel Button

• click this button to abandon the changes made at this screen and retain the original line item on the order

Created: 1/9/12

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