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Change Sale Line Quantity, Price, Discount, Tax, or Location

Change Sale Line Quantity, Price, Discount, Tax, or Location

Overview

This guide will help you modify an unfinalized sale line within authorized price, tax, stock, and discount controls.

Cart totals and related stock/payment/tax/commission calculations refresh before finalization.

Who can do this

You need access to POS Sale plus relevant custom rights such as Modify Unit Price, price-group selection, discount, or inventory-location selection.

Before you start

Confirm why the change is needed and the approved quantity, unit, price, discount, tax, staff, and stock source.

Before saving, check that the correct company is open and that you have permission to complete this task.

Where to find it

Open sale → select line → line-item change/options.

Change Sale Line Quantity, Price, Discount, Tax, or Location

Step 1: Select the exact cart line

Step 2: Open line modification

Step 3: Change quantity/unit and verify base conversion

Step 4: Change price only within authorization/minimum-price rules

Step 5: Change discount and tax only under policy

Step 6: Change location/batch/serial by reselecting valid stock identity

Step 7: Save the line and review total, tax, cost/margin, stock, and commission

Check your work

Compare the line calculation manually and check final receipt/inquiry and downstream reports after a disposable checkout.

Take a moment to check your work before closing the window. This small check can save time later.

If something goes wrong

  • Do not override price to correct an item master problem.
  • Remove/re-add the line if required selections cannot be changed safely.

What to do next

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