Updating sales order

After creating your sales order, you will be able to perform the following functions:

 

  • Edit order details
    • Edit main details
    • Closing an order
  • Duplicate order
  • Void order
  • Preview / Download / Email order

Edit order details

Edit main details

 

To edit the Sales Order details & status

  1. Click on Sales > Sales Orders on the main navigation panel.

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  2. On the listing page, click on the order you want to edit.sales-order-list
  3. On sales order page, click Edit to enter edit modesales-order-edit-button

 

 

 

Closing an order

 

To close an order, click on the status menu and select ‘Closed’. Learn more about closing order.

close-order

Duplicate order

You can duplicate a copy of your sales order if you need to create one with similar values.

To duplicate a sales order:

 

  1. On the Sales Order listing page, click on the order you want to duplicate .
  2. On the Sales Order details page, click More on the top left corner > Duplicate to perform this operation.

duplicate-order

A duplicated sales order will be assigned a unique sales order number. You can edit the duplicated sales order to change any values that are intended to be different from the original copy.

Void order

To void a sales order:

 

  1. On the Sales Order listing page, click on the order you want to void
  2. On the Sales Order details page, click Edit to enter edit modesales-order-edit-buttonclick  Void on the top right corner and click ‘Ok’ to confirm.
    void-sales-order-button

Email / Download / Preview

You can email / download / preview your sales order clicking the respective icons located at the top part of the sales order details page.

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