Handle the messy, real-world changes to an order without unwinding it.
- How to manage complex orders that change over time with change orders, credit notes and returns.
- How a change order aggregates into the main sales order so billing and delivery stay correct.
- When to use a credit note, and how it settles or refunds; how a delivery return brings goods back into stock.
Overview
Advance Order Management exists for orders that span weeks or months and shift as they go. It gives you the tools to make adjustments that reflect the real situation, releasing allocated stock, issuing credit notes and accepting delivery returns, so fulfilment carries on smoothly instead of being torn up and restarted.
Features in this function
- Change Order – track and aggregate changes to a main sales order.
- Credit Note – reduce what a customer owes, applied or refunded.
- Delivery Return – bring delivered goods back and restore stock.
Highlights
Intuitive change management
A change order is a separate document that automatically aggregates with the main order, so the latest requirements are always reflected, the correct items and quantities are delivered, and only the correct amounts are billed. Excess items can be returned and credited.
Processes
Order processing with change orders
Raise a change order against the live sales order to add or remove items; the order total and outstanding quantities update; invoice and deliver against the revised order; credit or return anything no longer needed.