Edit a sales order

Edit a sales order before its status becomes Completed. Available fields and item actions depend on the current fulfillment and invoicing status. Open Menu, and then select Sales > Sales orders.

To edit a sales order

1. Open Menu, and then select Sales > Sales orders.
2. Select the SO number to open the sales order.
3. Select Edit.
4. Update enabled fields. To edit an item, select its pencil icon and then the check mark. Use its row Actions menu to remove it. Select Add item when the order status still permits new lines.
5. To stop processing an eligible line, edit it and select Closed.
6. Select Update.

QuickStart saves the changes and recalculates the order when pricing, quantity, tax, shipping, or discounts changed.