SellTreez: Changing Costs and Discount Fees

Changing the ‘Cost’ or ‘Discount And Fees’ section of an invoice after the product(s) have been actioned (including selling, returning, moving, splitting, destroying, etc.) does not require you to revert the invoice to Draft status. Instead, changes to these fields can be made by following the steps below:

Step 1: Navigate to Inventory > Purchasing > Invoices tab. 

Step 2: Select the invoice you would like to edit.

Step 3: Click the vertical 3 dots located on the far right side of the appropriate product line.

Step 4: Select Edit Inventory. 

Any changes made to the ‘Cost’ or ‘Discount And Fees’ fields will be documented in two places:

•  Inventory Log Report
  • The ‘Cost of Change’ column will reflect the price difference.  
  • If the products on the invoice have already been sold, the 'Activity' column will read, ‘Update Cost After Sold’.
  • If the products on the invoice have not been sold yet, the 'Activity' column will read, ‘Update Cost Before Sold’.

• Valuation Report
  • Cost changes will be reflected in the ‘Unit Cost Changed’ column and in the ‘Total Cost Changed’ column of this report.