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How to edit an order

Add or remove items, change prices, notes and the ready date, or change the status of an order that's already been created.

Written by George

You can change an order after it's created, for example to add an item the customer forgot or move the ready date.

Note: To edit orders, your user needs the Edit Orders permission. Completed and paid orders need Edit Completed Orders and Edit Paid Orders.


How to open an order to edit

  1. Select the order number on the Orders page to open it, or find it with Search.

  2. Select Edit Order.

You can also select Edit on the Last Order panel on the Home page.

The order opens on the order screen, with its items in the panel on the right.


What you can change

  • Items: select a product to add it. Use − on a product to remove one.

  • An item's price or details: select the item in the order panel.

  • Price list: select a different price list from the dropdown at the top of the panel.

  • Express: select Express to switch to express prices and your express turnaround.

  • Notes: add or change Order notes.

  • Ready date: select the date and choose a new one.

When you're done, select Update. The button shows the order number and the total pieces.


More actions

Select ⋯ next to the customer's name in the order panel for:


Common questions

Can I see who changed an order?

Yes. Go to More > Users > Order Edits.

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