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Move Line Items Between Sections or Customer Orders

Move parts, labour, and other line items between sections on the same Customer Order or to a different Customer Order entirely.

This article explains how to move line items between sections on the same Customer Order — for example, from a Parts & Accessories section to a Service Job section — or to a completely different Customer Order. This is useful when a customer's needs change after a section has already been set up, or when line items were added to the wrong order.
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Common Scenarios

You may need to move line items in the following situations:

  • A Parts & Accessories section has been set up for parts the customer wants to purchase, but the customer has now asked the dealership to fit the parts as well. A Service Job section needs to be created, and the parts must be moved from the Parts & Accessories section to the new Service Job section.

  • A Service Job section was created for parts and labour, but the customer no longer wants the dealership to fit the parts. The parts are moved to a Parts & Accessories section so the customer can simply purchase them.

  • Line items were added to the wrong Customer Order and need to be moved to the correct one.

Move Line Items Between Sections on the Same Customer Order

Use these steps to move a line item from one section to another within the same Customer Order — for example, from a Parts & Accessories section to a Service Job section.
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1. On the Customer Order, click the line item you want to move to open its options menu.
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2. Select Move item from the options.
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Shows a 'Move item' dialog box that appears when clicking the three-dot menu. The dialog has a 'MOVE TO' section with tw


​3. Make sure the SAME CO tab is selected.
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4. Use the dropdown to select the section you want to move the line item to.
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5. Click Move to confirm.
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Shows a confirmation result screen with three sections stacked vertically. Top section shows 'JAXON PRICE' with 'Price L


After moving the line item, note the following:

  • The line item now appears in the destination section as requested.

  • If the line item is a Special Order part, the Special Order link remains in place regardless of which section the part is listed in.

  • If moving the line item leaves a section empty, delete that empty section from the Customer Order.

Shows the 'Move item' dialog with the 'DIFFERENT CO' tab highlighted with a red box. Below is a search field labeled 'Fi


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Move Line Items to a Different Customer Order

Use these steps to move a line item from the current Customer Order to a completely different Customer Order.
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1. On the original Customer Order, click the line item you want to move to open its options menu.
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2. Select Move item from the options.
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Shows the same confirmation result screen as image 4, with three sections: JAXON PRICE (blue), SERVICE JOB 1 (teal), and


​3. Make sure the DIFFERENT CO tab is selected.
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4. Search for the Customer Order you want to move the line item to.
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5. If the destination Customer Order has multiple sections, select which section the line item should be moved to.
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6. Click Move to confirm.
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After moving the line item, note the following:

  • The line item now appears on the destination Customer Order.

  • If the line item is a Special Order part, the Special Order link remains in place regardless of which Customer Order or section the part is listed in.

  • If moving the line item leaves a section empty on the original Customer Order, delete that empty section.

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