Put a Sales order line on hold and splitting a Packing slip

You can put Sales order lines on hold, or split them to a new Packing slip. This allows you to invoice part of a Sales Order when all lines have not been fulfilled.

Introduction

System flag for Sales Order line On Hold

Put a Sales order item on hold

Splitting a packing slip to avoid invoicing lines that are on hold 


Introduction

Where you have a Sales order with multiple lines, you may wish to put some lines On hold until you are ready to invoice them.

This allows you to invoice the lines for goods that have been dispatched on a Packing slip, while leaving other goods On hold until you are ready to invoice them.

This feature can be used:

    • where your customer has made a large order and takes items as needed for the different stages of their project, and you wish to invoice them as they take the goods; or:
    • where you are waiting for the correct pricing for an item from your Supplier, so the item is recorded on the Sales order but has not yet been priced, meaning that the price currently shown may be zero.
When goods are receipted in, a Packing slip is created, so that the Stock items are allocated to your customer. However, if you don't want to invoice them yet, you can split items from the Packing slip on to separate Packing slips, and flag them as On Hold on the Sales order.

When you are ready to invoice items that are on hold, you can return to the Sales order to remove the On hold flag. This allows you flexibility on which Packing slips to invoice.

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System flag for Sales Order line On Hold

To use this feature, there is a flag in the Receivables Manager that must be set.

  • Go to Settings > Receivable Manager.
In the Control Settings section:
  • Check the field  Allow Sales Order Line On Hold.


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Put a Sales order item on hold

To put the Sales Order line item On hold.

  • Go to Sales orders.
  • Select the Sales order you want to work on.

On the right there is a column called Hold. 

    • Anything that is On Hold will not be invoiced.
    • Any Packing slip that contains an item that is On hold will not be invoiced.

 

  • Check the Hold field to put any line/s On hold.

                                               SalesOrderOnHoldSplitPS-1

When you are ready to update the lines that are on hold, you can return to the Sales order, remove the On hold flag, edit and invoice the items.

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Splitting a packing slip so that you can invoice the lines that are not on hold

  • Go to Sales orders and select the Sales order you want to work on.
  • Go to the Packing slip tab.
  • On the far right, click the More icon (three horizontal dots) .
  • Select Split Packing slip.

This will take you to the Split Packing Slip screen.

  • Check the line/s that you wish to split to a new Packing slip.
  • Click Move x selected lines to new Packing slip,  (where x is the number of lines you have selected to move.)

This will create a new Packing slip for you.

You may now Invoice the other Packing slip lines.

 

When you are ready to update the lines that are on hold, you can return to the Sales order, remove the On hold flag, edit and invoice the items.

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Last updated: 12 May 2022.