Sales Order Quantity Editing

We've significantly expanded the ability to edit line item quantities on sales orders — including orders that are already in progress with active jobs, shipments, and invoices.

Previously, quantity editing was limited to early-stage orders. Now, changes cascade across jobs, shipments, and invoices with built-in guardrails to keep everything in sync.

This feature is currently in beta. Contact your Launch Manager or Account Manager to opt in.

What's New

Edit quantities on in-progress sales orders — Quantity fields are editable on Draft, Needs Approval, and In Progress sales orders. Just change the number and save. Quantities can also be decreased to zero to effectively cancel a line item.

Downstream updates:

Jobs

As before, if a line item has a single job in Needs Review or Engineering, the job quantity auto-updates. Now, when quantities can't auto-update (multiple jobs, job further along in production, etc.), you'll now see mismatch warnings on related jobs instead of silent drift.

Shipments

If a packing slip is Fully Packed, the packed status is removed and pieces ordered updates to the new quantity. If items have already shipped, increasing the quantity creates a new packing slip for the difference. You can't decrease below what's already been shipped.

Invoices

Behavior depends on your "Invoice Shipped Quantity" setting:

Off — Invoice quantities update in lockstep with the SO. Open, Needs Approval, and Approved invoices update automatically. Issued or Paid invoices are protected — increases create a new invoice for the difference, decreases are blocked.

On — Invoices are driven by shipping, not the SO. Quantity changes on the SO do not touch invoices.

Quantity mismatch indicators

When the SO quantity and total job quantity don't match, you'll see warnings on both the sales order page (next to the quantity field and on the associated jobs panel) and the job detail page (notification banner and warning icon on the quantity input). These help your team quickly spot line items that need attention after a quantity change.

Guardrails

• Can't decrease below what's already been shipped
• Can't decrease below what's already been packed — unpack the items first, then decrease
• Can't decrease below what's already been invoiced
• Can't edit quantities on completed sales orders
  
• Can't zero out a line item if it has an active job — cancel the job first