Need to update an existing order to add more services or change the original requested service? This article will walk you through that process.
First, find the order you need to edit. Go to the ORDERS dashboard by clicking on 'ORDERS' from the left-hand side menu. Then you can etiher search for your order by the customers first and/or last name, service type or order number, or you can scroll through the orders and select the correct one.
Once the order is selected, you have a few options:
You can import another order from IDS if the IDS Order # is known
You can edit the existing order by changing the current details
You can add or delete services on the existing order
Let's look at importing an order from IDS first.
IDS Order Import
Under ORDER DETAILS you'll see a search box to enter the IDS Order #. Input that number and then press ENTER or click on the magnifying glass to start the search.
The Import Work Order screen will display. This screen will show you the details of that IDS work order. If the IDS order information is correct and you want to pull that into your existing Boatyard order, click 'IMPORT'. If it's not the correct IDS order, then cancel out and search again.
Once imported, you'll see those details will replace the original request.
Editing The Order
If you want to edit the current order, under the ORDER DETAILS section, click 'EDIT'.
You are now able to edit the request. You can do a few things here, like select a new service from the ITEM NAME dropdown, or change the QTY (quantity) and/or UNIT COST, and add any additional notes. When done, click 'SAVE'.
Adding Items To The Order
If you need to add more service requests to the order, click on 'ADD ITEM'.
The ADD ITEM screen looks a lot like the EDIT screen. The difference here is you're just adding an additional item, and not changing any exisitng service items on the order. To add the item, select a service from the dropdown, update your quantity and price, along with any comments you may need, and click 'SAVE'.*
*You can add more than one service before saving. After you've entered the information needed, one item at a time, simply click ADD ITEM to begin entering the next item.
When you're done adding items, click 'SAVE' to continue.
Deleting Items From The Order
To delete an item, click 'EDIT' and you'll see a trash can icon. Click that to remove that item from the order. If you only have one service on the order, and you attempt to delete that, it will fail and will not be removed. In that case, you'd need to edit the item if it needs to be corrected.
Once all your updates are complete, you can Send A Quote, Send an Invoice, or Create a Job from the exising services.