Thank you for this tutorial. At about the 20 min mark you mention users may give push back on not being able to modify sales orders, and you gave a good rationale why committed sales orders should not be modified. The edit process involves cancelling the Warehouse order by finding it, cancelling it, and then returning to the Sales tab to clone the cancelled sales order with the requested changes. It seems like users would be fine accepting the "no editing SO" principle, if the process for cancelling the warehouse order and cloning a new SO was streamlined within the Sales tab. Finding orders in the Warehouse tab requires different navigation than finding them within the sales tab. If the order hasn't been shipped, maybe something like a "Change Order" button on the Sales Order view, that pops a modal: "Status of Order: (Waiting availability). Cancel warehouse action and clone this Sales Order to a new Quotation? [YES][NO]" If the order has been shipped, then "Status of Order: (Shipped (Date/time)). Estimated delivery time (Date/time) This order cannot be changed. Create a new sales order for this customer? [YES][NO]" Then the user could stay within the sales tab, but have as much agency as possible. Are there problems with this solution? Thanks
Thank you .. This is an awesome effort and it was useful !
Man, perfects videos ! Congrats !
Thank you for this tutorial.
At about the 20 min mark you mention users may give push back on not being able to modify sales orders, and you gave a good rationale why committed sales orders should not be modified. The edit process involves cancelling the Warehouse order by finding it, cancelling it, and then returning to the Sales tab to clone the cancelled sales order with the requested changes.
It seems like users would be fine accepting the "no editing SO" principle, if the process for cancelling the warehouse order and cloning a new SO was streamlined within the Sales tab. Finding orders in the Warehouse tab requires different navigation than finding them within the sales tab.
If the order hasn't been shipped, maybe something like a "Change Order" button on the Sales Order view, that pops a modal: "Status of Order: (Waiting availability). Cancel warehouse action and clone this Sales Order to a new Quotation? [YES][NO]"
If the order has been shipped, then "Status of Order: (Shipped (Date/time)). Estimated delivery time (Date/time) This order cannot be changed. Create a new sales order for this customer? [YES][NO]"
Then the user could stay within the sales tab, but have as much agency as possible.
Are there problems with this solution?
Thanks
thanks sir