Change an order
Fix the customer, the devices, the dates or the supplier details on an order.
What you need first
- An order that is not deleted.
Steps
In Preorders, open the ⋮ menu on the order and choose View order.
Click Edit. You can change the customer, the devices (Add item adds another one), the Delivery promise, the Employee, the supplier reference, the tracking link and the notes.
Click Save.
To move an order to another status, pick it in the status box on the order's row.
What you should see
The order shows the new details, and the change is listed under Activity with who made it and when.
Common mistakes
- Changing the devices or the payment method can change the required deposit. If the paid amount is now too low, the order will not save until more is paid.
- Changing the Deposit here is saved as a correction. For money the customer actually paid, use Record payment.