When handling Orders, these might need to be updated with missing Product Variants.
This article describes all the sections involved, and how to do so.
Since there is more than one procedure involved as part of the whole process, these will be referenced accordingly:
- Add the missing product variant to the product catalogue
- Change the Order status to Draft
- Edit the Order line to add the missing product variant
- Save, Approve, and Allocate and Fulfill
To do so you will have to:
ADD THE MISSING PRODUCT VARIANT TO THE PRODUCT CATALOGUE
If the missing Product Variant is not in the product catalogue yet, follow the steps in the following article and once ready, return to resume the process: How to Add a Product Variant [Step-by-Step guide]
CHANGE THE ORDER STATUS TO DRAFT
In order to be able to edit the Order, you will have to change its status to Draft.
To do so, follow the steps in the following article and once ready, return to resume the process: How to Draft Sales Orders [Step-by-step guide]
EDIT THE ORDER LINE AND ADD THE MISSING PRODUCT VARIANT
Once the Order is editable, access it and make the necessary changes in the Lines section, as described in How to Edit Order Lines of a Sales Order [Step-by-step guide] and once ready, return to resume the process.
SAVE, APPROVE, ALLOCATE AND FULFILL
The last part of the process is returning the Sales Order to Approved status in preparation for it to be Allocated and Fulfilled.
To do so, follow the steps from the following articles orderly:
- How to Approve Sales Orders [Step-by-step guide]
- How to Allocate & Fulfill Sales Orders [Step-by-step guide]
Once done, the process will be complete.
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