1. Introduction
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Purpose: Understanding how to add or remove products from a sales order after a pick ticket is assigned.
2. Adding a Product
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Step 1: Access the sales order.
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Step 2: Add the required service, location, and installation date.
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Step 3: Confirm the sales order.
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Step 4: Assign the pick tickets.
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Step 5: Verify that the pick ticket is now assigned.
3. Removing a Product
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Step 1: Locate the product to be deleted on the sales order.
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Step 2: Click the trash can icon to delete the product.
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Step 3: Press "Apply Changes."
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Step 4: Navigate back to the Overview and refresh the page.
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Step 5: Check the Pick Ticket to confirm that the product has been deleted.
4. Adding a New Product
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Step 1: Go back to the Sales Order Order Lines.
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Step 2: Add the new item to the order.
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Step 3: Apply the changes.
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Step 4: Return to Overview and refresh the page.
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Step 5: Confirm that the Pick Ticket is now unassigned due to the addition of the new product.
5. Conclusion
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Summary of the process for managing products on a sales order and the impact on pick tickets.