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.
Related guides
- Find and Add an Item to a Sale
- Configure Item Pricing, Discount, Tax, and Commission
- Check Out a Sale with One Payment Type