JobBOSS | Ideas

Sales Order prompt asking about changing price when changing quantity

When you enter a Sales Order the price will automatically be entered based on Selling Price or if there is Customer pricing setup it will default to that. This is fine when entering the Sales Order. But if we have overwritten the Sales Order price to reflect what was on the PO and we then need to change the quantity for any reason the price will automatically revert to the default without warning. This has caused us to accidentally invoice for the wrong amount in the past because no one saw the change.

  • Andy Knebel
  • Mar 20 2020
  • Future Consideration
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  • Kathy M commented
    9 Nov, 2023 09:27pm

    Agreed, it costs revenue when the sell price is lower then acknowledged and frustration with the customer when it's higher.

  • Guest commented
    3 Mar, 2023 07:24pm

    We have also had this issue. It is very strange and confusing for the price to change after a pack list and invoice have been created against the line item and then the quantity on the line item is revised.

  • Guest commented
    28 Apr, 2021 01:50pm

    I absolutely agree. We constantly have account managers missing the "flip" causing invoicing issues.

  • Antun Gotovac commented
    25 Mar, 2021 03:03pm

    I understand this is necessary when creating a new line with that material/part number, but why JobBoss designed this to change pricing after quantity changes is mind-boggling.

    If the status becomes 'Shipped', and you changed the quantity, the pricing changes as well. Therefore affecting revenue. This is such a poor design.