Editing Sales Order

Select Orders >> Sales Order >> Edit Sales Order.

Sales Order Grid

If the Order needs to be edited after it has been created, the only fields editable are:
Add/Remove products, Qty Ordered, Order Number, Reference Number, Address details and Notes.

Simply double click on the line to select the sales order for editing.

If the sales Order has already been invoiced, the SoStatus field will be "C" for closed or "I" if the sales order is ready to be converted to an invoice. A dialog box will appear letting you know that you cant edit said sales order.

Or, list sales orders by Customer. Select By Customer and select account code and then select the Quote from the list.

Editing Sales Order

Confirm the customer details are correct, then go to the Order page.

You can add/remove items and adjust quantities from the Order page. Add all products and quantities required (Press Enter after typing a product name and quantity to add the product to the order ). Inactive items are highlighted in RED. Change the Freight option and add any notes on the Notes page if necessary and then Save/Print to process the quote and print or email it.

If you need to increase the Qty Ordered, increase the value and then select Check Stock to update the order and to confirm stock level.