Change an order
Add, remove or change items on a booked order; the stock, the totals and the balance follow at once.
WhereSales›Orders›the order›Items
Clients change their minds after they book. You change the order itself: the quote stays as the record of what was first accepted.
Steps
- Open Sales, Orders and open the order.
- On the Items tab, press Product to add an item. Type how many and what ("8 chairs", "8ft table") and pick it. Press Done when you have added everything.
- To change a quantity, type it on the line or use the small arrows beside it. To change a price, type it on the line.
- To take an item off, press the bin at the end of its line.
- Use Custom line for anything not in your inventory, and Group header to split the items into sections.
- Change the damage waiver, sales tax or delivery fee in the totals box under the items, where they are read.
- Press Check Stock to check every line against what is free right now.
Every change saves as you make it.
Good to know
- Each line says what is free for the days the order holds it, from going out to coming back. "Only 4 free, 2 short" in red means you would be overbooked. Sub-rent the short (Sub-rentals) or pick something else.
- The Total, Paid and Balance due under the items update as you go. If the client has already paid more than the new total, the box says Overpaid by instead. See Refunds.
- A discount needs a role with Discounts and cancellations. So does the Order adjustment field, an amount added after tax (type a negative number to take some off).
- Prices and quantities are the sales team's. Someone in the warehouse or on Dispatch can still change the notes.
- If part of the order is sub-rented and the vendor already confirmed, changing that item flags the sub-rental Needs re-confirming so someone calls the vendor again.
- To change the event date or the delivery and pickup days, see Change event dates.
If something goes wrong
- The items cannot be changed. The order is Closed or Cancelled, and its items are frozen. Reopening a cancelled order needs a role with Discounts and cancellations.
- There is no way to edit prices or quantities. Your role does not add orders. Ask someone in sales, or your admin.
- "Your role does not give discounts." Ask someone whose role has Discounts and cancellations.
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