Overview
When a Job/Order involves multiple parts and only some items are completed, splitting the Job/Order allows the approved portion to proceed—without creating a new Job/Order. This improves efficiency and maintains traceability.
👥 Access Permissions: only available to users with assigned permissions for accessing Sales Orders. Please review user roles prior commencing.
📍Where to find it in the app:
Global Search > search and select a Sales Order >
OptionsSales>Sales Orders> select a Sales Order >OptionsSales>Customers> select a Customer > search and select a Sales Order >Options
How to split an Order
Ensure the Order is not in Draft status
Go to
Options>Split OrderTick the box next to the line items to split and adjust quantities as needed
Click
Split Order, then confirm in the pop-up
📝Notes:
The split Order will have a new Order # and will be set to Draft status
Contact details are copied from the original Order and can be edited as required.
How to locate the split Quote
Go to the original Order and open the
Linked OrderstabThe newly created split Order will be listed there.
📝Note: the split Order is automatically linked to the original Order for easy reference.