More actions on sales orders

Bulk edit on line items #

You can change certain fields on all lines in a sales order at once with the Bulk edit button. The possible fields are: tax and promised date.

1. From the menu on the left, choose Sales->Sales orders.
   
2. Click the sales order that you want. The information for this order will appear on the screen.
3. Click Edit in the top right.
   
4. Select the desired line items, and then click Bulk edit at the top of the list.
   
5. Choose the field you want, enter the new value, and then click Save.
   
6. To save the changes to the sales order, click Save in the top right.
   

Mark as shipped #

It is possible to indicate that an order has been shipped without creating a shipment in ALIX. Once a line item is marked as shipped, it is no longer possible to assign it to a shipment.

1. From the menu on the left, choose Sales -> Sales Orders.
2. Click on the desired sales order. The information for this order will appear on the screen.
3. Select the desired line items, click More Actions, and then Mark as shipped.
   

Mark as invoiced #

-> Available from ALIX 11.10.0. How do I find out the current version?

It is possible to indicate that a purchase order has been invoiced without creating an invoice in ALIX. Once a line item is marked as invoiced, it is no longer possible to add it to an invoice.

1. From the menu on the left, choose Sales -> Sales Orders.
2. Click on the desired sales order. The information for this order will appear on the screen.
3. Select the desired line items, click More Actions, and then Mark as invoiced.