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Editing Pricing on a Sales Order
Editing Pricing on a Sales Order
Mike Banting avatar
Written by Mike Banting
Updated over a week ago

You can edit item pricing on a sales order by item, by inventory, or by entering a lot price.

To edit the sale prices for the products on a sales order, simply click the 'Edit Price / Quantity' button right above the table.

Now you can edit the prices of each product in the table. As you can see from the screenshot you can also change the item quantity. You'll need to hit the 'Save' button below the table to save the changes.

Once updated the total will reflect the updated amount with your new sale prices.

This is one handsome sales order!

Lot Price

Another way to set the price is by setting a "lot" price for the order. This will disregard the individual list prices that you have set before. The amount that you put in will be divided by the number of items that you have on the order. This may be useful if you have a deal with a customer for the total amount of the order instead of the per-item prices.

In the order below, the total price is $2,450, but you haven't put in the price for the iPad Minis yet. Say the customer negotiated to cap the total of the order to $3000, and you agreed to it, you can set a lot price for the order. To do that, click on the button with the three dots on top and then choose 'Set Lot Price'.

On the 'Set Lot Price' window, type in the amount, then click on the 'Set Lot Price' button to save.

After saving, you will see this (note that we are on the 'Details' tab):

On the 'Inventory' tab, you will see that each device was priced accordingly based on the total ($3000 divided by 25 items):

Now, if you go back to the 'Details' tab, you will see that the prices on this page still show the original ones that you have set. If you would just like for them to reflect the new prices that you see from the 'Inventory' tab, you can click the button with the three dots on top and choose 'Update order items to match committed inventory'.

Now the items on the order have the same pricing as the inventory items:

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