To add a product to an existing order
Follow this procedure to add a product to an existing order. To add a product to an existing order, the order must not have been invoiced. If additional products need to be added to an invoiced order, you must enter a debit memo order.
- From Orders, select Enter and edit orders to open the Enter and edit orders window. The Overview tab displays by default.
- Open the order to which you want to add a product.
- Click Edit.
- Without deleting any applicable discount, place your cursor in the% Disc field of the last line item of the order, and press Tab. Your cursor now will be in the Product field.
- Enter the product code in the Product field, or select the Find icon to open the Product Find window and search for a product.
- Enter the number of new products ordered in the Quantity field.
- (Optional) Edit the product Price if necessary.
- (Optional) Enter a percentage discount for the product in the % Disc field.
Entering a product-level discount in the % Disc field overrides any order-level discount entered in the % Discount field. However, product-level discounts are applicable only for a given product and do not affect entire order-level discounts.
- Press Tab to add the product to the order. The product will display in the list of Product Line Items, and your cursor will be in the Product field.
- Repeat this process for each additional product to be purchased.
- Click Save to update the order.