Frequently Asked Question

For successful consolidation of a Sales Order, the following steps must be completed.

UPDATE: January 2024 - Order lines that have been "Copied From" a quote will not consolidate. Use Accept Quote functionality to avoid this limitation.

1. Remove ALL order sections.
2. Remove text lines. If information is needed for dispatch and driver, place it in the Special Instructions of the Sales Order.
3. Re-cost Based on Average cost
   1. This is necessary, in situations when the same product was added at different times. The item costs will not match preventing successful consolidation.
4. Verify like items have the same sell price
5. Consolidate all lines. This ensures all lines of the same product are merged into one line. 

Below are the rules for consolidating all lines on a Document:
It will not consolidate like lines when the following exceptions are found on the lines.
- Sell Price is different
- Any Notes Lines are on the product (line notes, special instructions, internal notes)
- Any AVO's on product lines
- Different Tax Code on product lines
- Different Customer Ref on Product Line
- Line has a linked transaction (special order, back to back, transfer, work order)
- Order Line is a Special Order item
- Product is part of a kit
- Product is on a call off order but qty is called off.
- Sale Type is different per order line
- Product line has tagged packs picked
- Branch is different on Lines
- Input Per, Sell Per and Cost Per are different for the like product lines
- Cost is different for product lines