1. Order Management
  2. Sales Orders and Cash Sales
  3. Sales Orders
  4. Creating Sales Orders
  5. Editing a Sales Order

Editing a Sales Order

Edit a sales order to update information such as customer details, transaction dates, items, shipping information, or warranty information.

The fields available for editing depend on the sales order status, your role permissions, enabled features, and the selected sales order form. Warranty information may appear in a custom field or custom subtab.

To edit a sales order:

  1. Go to Transactions > Sales > Enter Sales Orders > List.

  2. Find the sales order that you want to edit.

  3. Click Edit next to the sales order.

  4. Update the required information.

    For example, update custom information (such as warranty information) in the applicable header field, line field, or custom subtab.

  5. Click Save.

Note:

You may be unable to edit some fields after the sales order is fulfilled, billed, closed, or otherwise processed. If the sales order is closed, clear the Closed box on the applicable line before saving changes.

Related Topics

General Notices