Overview
When some items on a sales order are ready to proceed but others aren't, splitting moves the ready items into a new order so they can continue without delay. The original order stays intact, and the two orders are linked automatically for traceability.
👥 Access Permissions
Only users with permission to access Sales Orders can split orders. Review user roles before granting access.
📍Location 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
Split an order
Ensure the order is not in Draft status.
Go to
Options>Split Order.Tick the box next to each line item to include in the split. Adjust quantities as needed.
lick
Split Order, then confirm in the pop-up.
📝Notes
The split order receives a new order number and is set to Draft status.
Contact details are copied from the original order and can be edited on the new order as required.
Locate the split order
Open the original order and select the
Linked Orderstab. The split order appears in the list.
📝Note
The link between the original order and the split order is created automatically and stays in place for future reference.