REP / Orders and returns
Selling units, bundles and serials
Review unit conversions, bundle contents and required serial or accessory selections before selling.
Use this guide when an order contains different selling units, a bundle or a tracked product.
Choose the selling unit
Select the unit control on a line when more than one unit is offered. Read Sell … as and select the intended unit. Quantity is the number of that unit, not automatically the base-unit count. Review the converted price and stock requirement after changing it.
For example, selling two boxes uses the base units contained in both boxes. A unit change is rejected when it would exceed available stock for a normal sale.
Add a bundle
Choose Add Item → Bundle, select an available offer, and open View items to review its contents. Check replacements, component quantities and required selections where offered. Customer and stock source affect available offers.
Tracked products
Complete serial and accessory selections when prompted. Use the actual item identifiers and review warranty information. Do not type a placeholder serial to bypass a requirement.
Product catalogue
Use Products to search and browse categories before an order. Catalogue prices are useful reference information; choose the customer and review the order’s actual price before confirming.