Reminder, order status needs to be in Processing to make changes on it.
Step 1: Go to SALES, then click on Manage Orders.
Step 2: Select the order, then click on its Edit button.
You can change the following information under Order Details tab.
Order Details – Purchase Order Number
Add or update PO #.
Order Details – Delivery Date
Click on the date, then select the new date on the Calendar picker.
Order Details – Supplier Notes
Add or update the existing Supplier Notes.
Order Details – Internal Notes
Add or update the existing Internal Notes
You can change the following information under Products tab.
Products – Add New Products
Click on Product Name/SKU dropdown to select the additional products from the list.
Products – Remove Products
Click on the corresponding Delete button of the product to be removed from the order.
Products – Product Notes
Add or update the existing Products Notes by clicking on Product Notes button.
Products – Applied Price
Change Applied Price by clicking on the Applied Price amount. Changes made on Applied Price are automatically saved.
Products – Billing Quantity
Change Billing Quantity by clicking on the Billing Qty. Changes made on Billing Qty are automatically saved.
Products – Shipping
Change the cost for Shipping by clicking on the Shipping amount. Changes made on Shipping are automatically saved.
Products – Shipment Notes
Add or update the existing Shipment Notes which can be used on Delivery Docket and/or Invoice by ticking on its respective checkbox.
You can change the following information under Invoice tab.
Invoice – Invoice Date
Click on Invoice Date, then select from the Calendar picker.
Invoice – Override System Invoice Settings
Override the Invoice Settings specifically on the selected order by clicking Yes on Override System Invoice Settings dropdown.
Invoice – Sales Invoices Default Due Date
Change the number of days required and select from the options as its default Due Date.
Invoice – Order Placed By, Supplier and Order Notes
Tick on the checkbox to display Supplier Notes, Order Notes and/or Order Placed By on the invoice.
You can change the following information under Shipping Details tab.
Shipping Details – Shipping Address
Change the order’s Shipping Address.
You can change the following information under Billing Details tab.
Billing Details – Billing Address
Change the order’s Billing Address.
Click on Save or Save & Close once done with the changes.
Need more help with this?
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