Revise Line Item

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Overview

• The Revise Line Item individual products listed on an order screen synonymous with the Microsoft Access Form object or graphical user interface (GUI) is opened by:

Main Menu>Process Orders>View and Process My Orders>Items>Edit Line Item

• The Revise Line Item screen 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 an order placed with a supplier for an item or items that are not normally stocked by the retailer; the supplier then ships the merchandise directly to the retailer's customer. The retailer never takes physical possession of the merchandise. options for a specific line item at the Process 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 Process Orders screen. and then make revisions.

• Select to "left-click" the mouse on an object, usually a row in a table, in the context of Monsoon OMS 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 adjusts 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 cancels backorders for the item and changes the Shipped quantity to the value you entered. The program adjusts 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 This Item box and enter the pertinent supplier and shipping date information. The product is returned to inventory (if any of the product was “Shipped”) and add the item to the Drop-Ships section of the Shipping tab. The item then needs to be ordered through the regular drop-ship ordering process.

• While the program will allow the user to change order information for externally fulfilled items, this practice is NOT RECOMMENDED.

Description of the Screen

Current 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 Current SKU field and contains the value of the description field in the original line item's inventory record
• Quantity Field - reflects the number of units of the current line item ordered
• Original Price Field - reflects the price of the current line item

SKU Drop-down List

• choose a different SKU to add to the order in place of the current line item
• basic product information is populated on the Revise Line Item screen:
• • Description - this field is not labeled but it contains the value of the Description field of the selected SKU's inventory record
  • Quantity Field - enter the number of units of the selected SKU to order or use the Up and Down arrows to change the value of this field
  • Option one of the possible attributes of a product; for example, blue is an option for the color attribute of a product Fields (1 - 10) - these fields contain any possible product attributes of the selected SKU, such as Color or Size
  • Freeform Options Field - if the selected SKU has Freeform Options, they are listed here
  • Price Level the various prices at which the same product may be sold, such as wholesale, retail, club, etc. Drop-down List - shows the price level in use
  • 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 selected SKU; if the customer record has an automatic discount applied, it is reflected here
  • Actual Cost Field - shows the supplier's unit cost for the product
  • Sell at Field - displays the regular price of the selected SKU less any discounts; it is possible to over-type the value with any amount you desire
  • Set Quantity Shipped to:_____ and cancel any backorders Field  - allows the user to change the number of units the program records as Shipped and cancels any backorders for the selected SKU
  • Drop-ship this Item Check box - 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    

View Button

• this button opens the Inventory record of the SKU selected in the SKU drop-down list

Search Button

• opens the Search Inventory screen
• the user enters search criteria at this screen to locate a particular product record and then select it as the revised line item  

New 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    

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

Additional Information

Created: 1/9/12

Revised: 5/24/12

Published: 04/14/16