You can move line items between transactions on a customer or to a different Customer Order entirely. This is useful when a customer's needs change after a transaction has been set up, or when items were added to the wrong order.
When to Move Line Items
Common situations where you may need to move line items include:
Parts were added to a Parts & Accessories section, but the customer now wants the dealership to install them — move the parts to a Service Job section instead.
Parts are in a Service Job section, but the customer no longer wants the installation — move the parts to a Parts & Accessories section for a direct purchase.
Line items were added to the wrong Customer Order — move them to the correct one.
Moving line items
To move line items, simply use the checkbox provided on the left side of each line item to indicate which line items you want to move. An action bar will appear at the bottom of the screen indicating how many line items you have select and includes a Move action button.
Selecting this action will present you with a Move Items screen where you basically have two choices to make:
Do you want to move the items elsewhere on the same customer order or do you want to search for an find a different customer order to move them to?
On the destination order, which section do you want to move them to?
In the New CO, selecting line items to move uses checkboxes on each line item. You can select one or multiple items before initiating a move, rather than acting on items one at a time.
Open the section containing the line items you want to move.
Tick the checkbox on each line item you want to move. To select all eligible items in the section at once, tick the checkbox in the column header.
If a line item's checkbox is greyed out, that item cannot be moved in its current state and will not be included in a bulk selection.
After Moving Line Items
Once the move action completes, keep the following in mind:
The moved items appear in the destination section or Customer Order
If any moved item is a Special Order part, its Special Order link stays intact regardless of which section or Customer Order the part is now listed in
If moving items leaves a section empty, delete that empty section from the Customer Order