Closing Line Items on Sales Orders

On sales orders, you are able to close line items manually when you do not intend to fulfill open items on the order.

For example, you sell ten widgets to a customer and have already fulfilled five of them. Then, you discontinue the item and cannot fulfill the remaining five. If you close the line manually instead of changing the quantity, you retain a record of how many were ordered originally.

To close a line item on a sales order manually:

  1. Go to Opportunities > Transactions > Sales Orders.

  2. Click Edit next to the sales order with the line you want to close.

  3. On the Items subtab of the sales order, click the line you want to close.

  4. Check the box in the Closed column, and click Done.

  5. Click Save.

Note:

If you are going to manually close a partially fulfilled line item on sales order, you must bill the sales order before you close the line. When all line items on a sales order are fulfilled or closed manually, the sales order is removed from the billing queue and the receiving queue.

Related Topics

General Notices