Option to arrange line items on the Sales Order

sales-order
stock-control

#1

It is not possible to arrange how the items in the Sales Order are listed. At present, it seems to be based on which item was added to the order first (even for B2B platform orders). This often results in mistakes and a messy presentation.

Suggestion: automatically rearrange the line items alphabetically or by the SKU assigned to the item. It will be even better if we have the option to specify the order of how items should be listed.

This has been requested a few times by many people, is there any update on the progress?


#2

+1 - but we need it for POs. Sometimes we double order something because we build up a draft PO over a period of time and something gets added twice. It would be really easy to spot if they were sorted by SKU.


#3

Hi Gareth,

We have actually added the ability to manually reorder the line items on Sales Orders back in June, you can check out the latest changes in our Update log in-app https://go.tradegecko.com/updates.

We don’t have any auto-sort by SKU option as it is, but I’ll make sure to note it down internally.
It is also not supported on Purchase Orders yet sorry

Cheers,
Bradley


#4

The manual change is good but not great if you have a sales order of 20+ items on a single SO and have 50+ SO’s. very time consuming.

You have the option to group all the same dates together could this idea be applied to the SO product type?


#5

Hi Gareth,

When you mention about same dates, are you referring to sort by their Expire Dates Ascending or Descending?


#6

when you look at SOs and you can click the to deliver tab - the click the arrow to arrange the dates either ascending or descending.

This can also be done with Stock control arranging the dates of which orders are due in53

can this system be applied to sales orders? as mentioned before At present, it seems to be based on which item was added to the order first.

I.e for drinks of cans, bottles, kegs and cask.

customer orders

can
can
bottle
can
bottle
cask
keg
cask
bottle
keg

could you make it like the dates arrangement click the arrow and it will automatically arrange the SO
can
can
can
bottle
bottle
bottle
keg
keg
cask
cask

We sometimes have to use the SO as a pick list. It makes it much cleaner and easier to read for the delivery / picker and the customer.