If the ATS buyer has placed an order for Harvard products, and you need to change the price on this order, you can do that by following these simple steps.
1. Go to the Dashboard and hit Refresh.
2. Go to Open Orders in the Harvard Queue. Click on View Report.
3. Find the Order in Question and Click on the Order Number Hyperlink to Open.
4. Click on the Related Tab.
In this window, you can see much of the information you will need for the QuickBooks order info.
5. The order is in Order Accepted. You may leave it in this status.
There is no longer the need to change it to Fulfillment Pending..
6. Click on "Related"
7. Click on the Edit Products to enter the product details.
There are a number of ways you can get to this information. If you prefer to get to it another way, that's fine.
8. Change the Unit Price to the updated pricing. Anything entered here will NOT go through the Pricing Discount Waterfalls, so this should be the final "end price".
Confirm that the remaining required information has been entered.
QuickBooks Order number is present on the Product Order Number field, as well as the Order Name field, and confirmation of the the supplier is present in the Order Comments.
9. Click Save.
10. A confirmation message tells you that the order has been successfully updated.
As this order was paid by PO, you must reach out to the Customer via email to see if they are willing to accept the new price. If they accept, you proceed as normal. If they do not want to continue, you can move the status to order canceled.
11. Because the price has changed, the original order will be canceled. If the customer accepts the new price, a new order will be created in eCommerce. This order number will be linked to the original order number in Salesforce.
A video on this topic can be found by clicking the following link:
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