Edit Orders

Orders / Edit Orders

After you create the order, you can modify details from customer and billing information to shipments and product discounts.

Customer Details

Customer details can be edited in an order at any point, even if created by selecting a customer in the Customers tab.

To edit customer details:

  1. Open the desired order.

  2. Click the Edit button.

  3. Enter the new details.

  4. Then do one of the following:

    • Click the Update button.

    • Press Return.

Order Items

Order Items are the different actions you can do with an order, like returning products or canceling price changes. Some appear with a button, while others are in the More Options Menu.

Change Notes

While Change Notes are not required when using order items, they are highly recommended to help document why that order item was used.

To add change notes when performing order actions:

  • Click the text entry

  • Type your note.

  • Click the Save button.

Return Products

You use the Return order item after customers receive their product and wish to return it for a refund or store credit.

Returned products are automatically added back to your inventory, but you can disable this by deactivating the Return to Inventory checkbox during the process.

To return a product:

  1. Select the desired product.

  2. Click the Return button.

  3. Enter the quantity returned and a return date.

  4. Deactivate or activate the Return to Inventory checkbox.

  5. Click the Return Item button.

Quick Tips!

Only products marked as shipped can be returned. If the product has not been shipped, use the void order item.

Void Items and Products

You can Void products that have not been shipped and other order items applied to an order. Voided items still appear in the order but are only visible when the Show All button is enabled.

To void products or items:

  1. Select the desired product or item.

  2. Choose More Options > Void.

  3. Enter any necessary change notes.

  4. Click the Void button.

Mark as Dropshipped

When dropshipping, you don't manage physical stock. Your vendors fulfill orders, which affects the Vendor Inventory count.

To mark a product as dropshipped:

  1. Select the desired product.

  2. Choose More Options > Dropship.

  3. Activate the checkbox and select a vendor.

  4. Enter a SKU if applicable.

  5. Click the Save button.

Edit Product Quantity

By adjusting a product's quantity, you can quickly add multiple products without the hassle of scanning or entering each one.

Expanding the Order Detail Window sections displays this information and adjustment history for the selected product. Any quantity adjustments are indicated here by a yellow dot and count of changes made.

To change quantities:

  1. Select the desired product.

  2. Click the quantity button.

  3. Enter the new quantity.

  4. Click the Save button.

Quick Tips!

BO qty, or Back Order Quantity, indicates a product has been placed on backorder when editing quantities.

Edit Product Prices

You can change a product's Price. This doesn't affect the product's price in your inventory, making this change specific to the order.

To edit a price:

  1. Select the desired product.

  2. Click the Price button.

  3. Choose to either:

    • A price amount.

    • A percentage amount.

  4. Choose to either:

    1. Discount the price.

    2. Increase the price.

  5. Enter the adjustment.

  6. Enter any necessary change notes.

  7. Click the Save button.

Add Adjustments

Adding an Adjustment applies additional discounts or charges to the entire order. Examples of these are when you need to discount the total order price or adjust for additional shipping expenses.

To adjust an order's price.

  1. Click the Add Adjustment button.

  2. Choose to adjust by either:

    • Price.

    • Percentage.

  3. Choose to either:

    1. Discount the order.

    2. Increase the total price.

  4. Enter the adjustment.

  5. Enter any necessary change notes.

  6. Click the Save button.

To adjust an order's shipping.

  1. Click the Add Adjustment button.

  2. Select the Shipping tab.

  3. Enter the adjustment.

  4. Enter any necessary change notes.

  5. Click the Save button.

Apply Promo Codes

Promo Codes apply discounts to Orders depending on the rules you set when building them. You can apply them after products have been added to Orders.

To do so:

  1. Enter the code into the promo code entry.

  2. Press Return.

Quick Tips!

For more information on building and managing promos, check the Promos section.

Mark as Previously Shipped

If a product has already been shipped but needs to be included in an order, you can mark it as previously shipped to avoid additional product inventory changes.

To do this:

  1. Right-click the product.

  2. Choose Mark as Previously Shipped.

Flag an Order

To assign flags to an order:

  1. Click the Flag button.

  2. Select a color from the drop-down list.

For more info:

Please refer to the section titled Flags in Interface Fundamentals for more information.

Multi-Order Operations

In the Orders tab of the Navigator Window, you can perform Multi-order Operations.

These include:

  • Capture Payments: Capture any credit card payments for the selected orders.

  • Close Orders: Closes all selected orders that meet the stipulations to do so.

Multi-order Errors

If the selected orders cannot perform the chosen action, an error report shows which operations could not be completed and why.

You can quickly flag these errors for later review by performing the following actions.

  • Click the Select Errors button.

  • Click the Flag button and select a color.

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