Sales Order Revisions
Introduction
Sometimes changes occur to sales orders after the packing process has begun. This section explains how sales order revisions are handled in Sprout. Revisions include the following scenarios:
- The quantity ordered of a line item is increased.
- The quantity ordered of a line item is decreased.
- A line item is removed from a sales order.
- A sales order is deleted.
Quantity Increase
When the quantity of a line item on a sales order is increased and that line item has already been assigned to a production table, the pack assignment does not change. For instance, if a quantity of 250 is ordered and a pack assignment of 250 is created for a production table, the pack assignment quantity remains 250 even if the ordered quantity increases to 300.
The line item quantity change will be reflected in the assignment dashboard and the manager will be able to see that an additional quantity should be assigned. A new pack assignment should be created to cover the additional quantity. In this case, an assignment with a quantity of 50 will be created.
Quantity Decrease
When a revision decreases the quantity of a line item, and that line item has already been assigned to a production table, the pack assignment is adjusted. The quantity of the pack assignment will be decreased to match the quantity of the line item.
If the item has already been packed for the order and quantity packed exceeds the new quantity assigned, the extra packed items will be added to stock when the pack assignment is completed.
Sales Order and/or Line Item Deleted
When a pack assignment has been created for a line item and that line item is then deleted, the assignment still exists but the quantity is reduced to zero. The pack assignment can still be completed and the quantity of items packed will go into stock.
The pack assignment can also be removed from the build and then deleted. This should be done in the case where nothing was built and added to stock.
Notifications
On the pack assignment builder/packing page, every 60 seconds the server will be checked for changes to any line items that are being packed. If a change is detected, a popup window will notify the users that a revision has occurred. Users will be prompted to save the build and refresh the page to see how the assignment has changed.
Revisions to Completed Pack Assignments
If a revision is made to a line item that has a pack assignment which have already been completed, inventory allocations need to be updated manually. When this occurs, you will see a popup telling you that the item has already been packed and that you should update allocations. A link is provided to the allocations page for that sales order where the allocations can be adjusted.