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Swapping products from a full case to a split case when delivering or invoicing an order

When delivering in or invoicing an order and you need to swap the product from a full case to a split value, you can do this within a few simple steps.

Written by Fabio Fois

Using the quantity / QTY column

  1. At the left-hand side of the dashboard, use the Order Locator function, type in the order number and click Search Orders.

  2. Select the Delivery or Invoice tab.

  3. To update the Product on this screen, in the Quantity Box, enter a / forward slash, before the number to change to a split quantity, e.g. /25 means 25 is a split quantity.

  4. Click Save and Continue.

Using the swap button

  1. At the left-hand side of the dashboard, use the Order Locator function, type in the order number and click Search Orders.

  2. Select the Delivery or Invoice tab.

  3. Under the quantity of the product to be updated, click Swap. A new window will appear.

  4. Find the product using the Filter button.

  5. In the right-hand field of the product to be updated, enter the Quantity.

  6. Click Add and click Confirm. The delivery tab will appear showing new amount. The delivery can then be confirmed or any other necessary amendments made using the Alter button.

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