This article covers how to uncommit a part from a Customer Order so the stock on hand can be sold to another customer. You will then need to reorder the part as a Special Order to satisfy the original Customer Order.
When to Uncommit a Part
A common scenario: you have committed a part to a Customer Order for a customer who won't be collecting it for some time. A second customer comes in wanting the same part immediately. Rather than missing the sale, you can uncommit the part from the first Customer Order, sell the in-stock unit to the second customer, and then reorder the part for the first customer before their collection date.
Uncommit a Part on a Parts & Accessories Section
Follow these steps to uncommit a part from the Parts & Accessories section of a Customer Order.
1. Navigate to the Customer Order and find the relevant line item. Click the expand icon on the line item to open it.
2. With the line item open, click into the Qty Needed field.
3. Clicking into Qty Needed opens the Committed from the stock field. Set this value to zero. This uncommits the part from the Customer Order.
4. Click off the Committed from the stock field. The line item status changes to Required, indicating the part is no longer committed to this order.
5. The part is now available in stock to commit to the second customer's Customer Order. Add the part to the new Customer Order, then arrange to order the part for the original Customer Order.
Uncommit a Part on a Service Job Section
The process for uncommitting a part on a Service Job section follows the same steps.
1. Navigate to the Customer Order for the original customer and find the relevant line item. Click the expand icon on the line item to open it.
2. With the line item open, click into the Qty Needed field.
3. Clicking into Qty Needed opens the Committed from the stock field. Set this value to zero. This uncommits the part from the Customer Order.
4. Click off the Committed from the stock field. The line item status changes to Required.
What Happens Next
Whether the part was uncommitted from a Parts & Accessories section or a Service Job section, the outcome is the same:
The part is now available in stock and can be committed and sold to the second customer.
You will need to place an order for the part to fulfil the original Customer Order before the original customer's collection date.
Add the part to the second customer's Customer Order, then arrange to reorder the part for the original customer's Customer Order.