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More actions on sales orders

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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, promised date and markup.

  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 #

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.

 

Show customer note in a pop-up window when associating with a sales order #

This option must be configured in the customer file :

  1. From the menu on the left, choose Sales -> Customers.
  2. Click on the desired customer. The information for this command appears on the screen.
  3. Click Edit in the top right.
  4. Choose the option Show customer rating in a pop-up.

    Note: it is possible to define the default value of this option in the configurations.

  5. Click Save in the top right corner when you’re done.

 

Once the configuration is activated, the next time a sales order is created for that customer, the note will appear in a pop-up.

  1. From the menu on the left, choose Sales -> Sales Orders.
  2. Click Create sales order in the top right.
  3. Select the customer.
  4. A pop-up with the customer rating appears.
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