Remedial Orders

Remedial orders can be used to add extra items to an order after the original order has been placed. Remedials are free of charge to your customers. (Add-ons can be used if the additional products are chargeable to your customer).

You can create a remedial from right-clicking on the original order reference. Follow the steps below:

1. Locate your order in the Customer screen or the Projects screen.
   
    
2. Right-click the order reference number and select Create… > Create Remedial
   
    
3. Answer Yes to the Create Remedial Order question.
   
    
4. A new blank remedial is created with a new reference number. Remedials can have a suffix added to the reference number. See auto numbering setup.
   The remedial order opens at a blank screen. Press Edit at the bottom left.
   
    
5. To help identify this order you can enter an Own Ref at the top.
   
    
6. You can continue to work with the remedial order as you would with a full order. Add and remove products in the same way as a full order using the Add Product button. The price for all remedials will be locked to £0 as they are non chargeable to the customer. Note the padlock next to the Grand Total.
   
    
7. To access the products already used on the original order click the small black down arrow next to Add Product. Pick an existing product and it will be added to the order.
   
    
8. Repeat as necessary to add more products. Continue to work with the order as a normal order.
   
    
9. When you are finished with the order click Save on the bottom toolbar. You can then click Print.

To access remedial orders for viewing/editing, they are stored in the sales order tab with full orders. Right-click the reference number to open, place orders etc.