Editing a Customer Order

Unlike Bulk or Quantity type items, a unique Serialized item needs to be linked to a customer order. So when modifying or finalizing a customer order, you'll need to fetch a unique serialized item from your inventory and add it to the invoice.
 

To edit an order:

  1. Go to the Order module.
  2. Find the order you would like to edit.
  3. Under Actions, click on Edit invoice or right click on the product and select Edit invoice.
  4. You will then be able to edit your order from the Invoice module.
 

From the Contact/Co. Module :

  • Go to the Contact/Co. module.
  • Look for your customer
  • Locate the order to modify under the Order .tab.
  • Under Actions, click on the Edit Invoice icon or do a Right-click on the invoice and select Edit Invoice.
  • You will be able to modify the order in the Invoice module.
 

Remove an item from a customer order

  • Once you've started the process to edit an order (as explained above)
  • Highlight the item to be removed from the order.
  • Right-click on the item
  • Click on Delete.