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Start From the Order Detail Page

Review the customer, address, order status, payment state, fulfillment state, and totals before changing lines. Those details decide whether adding, editing, discounting, or removing a line is still safe.
Order detail page with customer information, shipping address, line items, totals, and payment summary

The order detail page shows the context that determines whether line items are still editable.

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Add a Product Line

  1. Open the order or create a new order.
  2. Go to the line items area.
  3. Search by product name, SKU, or part number.
  4. Confirm the quantity, price, tax handling, and fulfillment location when those fields are shown.
  5. Add the line and review the updated subtotal, tax, shipping, and order total.
Order line item form with product search, quantity, sell rate, pricing rule, and Add button

The add-line form is where product choice, quantity, sell rate, and the applied pricing rule come together.

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How Pricing Is Chosen

Arcus applies the best available price based on the account, product, quantity, pricing level, and any product-specific policy. Manual changes should be intentional because they can affect margin and approval review.
  • Account pricing: customer-specific rules usually take priority when they match.
  • Pricing level: wholesale, retail, or other levels can provide the base price.
  • Quantity breaks: larger quantities may use a different sell rate.
  • Multiplier policies: pricing can be calculated from cost or another base value.
  • Manual override: use only when the salesperson or manager is intentionally changing the result.
Product Pricing tab showing price, cost, margin, account pricing policies, and pricing rule actions

Product pricing setup explains why a line receives a specific sell rate when it is added to an order.

Price changes can affect payment and approvals If a price changes after payment, invoice posting, or approval review, check the remaining customer balance and approval state before continuing.

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Adjust Quantity, Discounts, and Notes

  • Quantity: affects availability, allocation, fulfillment work, and line total.
  • Unit price: changes revenue and margin.
  • Discount or adjustment: changes the customer total while preserving the product line.
  • Line note: can guide packing, shipping, or customer-facing documents depending on how the field is used.
  • Taxable behavior: depends on product tax settings, customer exemption, shipping address, sales channel, and tax connector setup.
Review the total after every line change After any line edit, re-check subtotal, tax, shipping, payment balance, and margin before moving the order forward.

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Kits, Services, and Special Product Types

Different product types create different downstream work. A service line may not reserve physical stock. A kit sells as one line but expands to component picking and inventory consumption during fulfillment. A box or shipping product may affect packing and label work.
Kit Components tab showing component products, quantities, unit costs, total kit cost, and component actions

Kit lines should be checked against their component recipe because fulfillment consumes the components, not a separate finished kit unit.

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When a Line Cannot Be Removed

Arcus blocks line removal when deleting the line would break history. Use a correction, cancellation, return, refund, or invoice adjustment when the line already affected another workflow.
  • The line has been packed, shipped, fulfilled, or returned.
  • The line is tied to an invoice, payment, credit, or accounting entry.
  • The line has inventory movements, serial assignments, or kit component consumption.
  • The order is under approval or has a locked status.
Locked lines protect the audit trail A locked line does not mean the order cannot be fixed. It means the fix must happen through the workflow that preserves the payment, inventory, fulfillment, and accounting history.

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Common Line Item Blocks

  • Product search does not find the item: confirm the product is active, belongs to the current entity, and has the expected SKU, part number, or name.
  • Price looks wrong: review account pricing, pricing level, quantity breaks, multiplier rules, tax behavior, and any manual override.
  • Kit cannot be added: confirm every required component is active, available, and configured with the correct component quantity.
  • Quantity cannot be changed: check whether the line is already paid, invoiced, packed, shipped, returned, or locked by approval state.
  • Tax did not calculate as expected: confirm product taxability, customer exemption, shipping address, sales channel, and tax connector status.
  • Line removal is blocked: use cancellation, return, refund, credit, or invoice correction when the line already created downstream history.

Creating Orders

Build a sales order, add customers, set addresses, and add products.

Order Lifecycle and Safe Changes

Understand draft, open, paid, fulfilled, cancelled, and voided states.

Pricing Rules

Configure quantity breaks, customer pricing, and multiplier rules.

Kits and Assemblies

Create kits, add components, understand kit cost, and sell bundles safely.

Order Fulfillment

Move an order from confirmed to picked, packed, shipped, and invoiced.