How to edit an order

It depends on the Order Status and the system setting. So for default settings only the order status of “Draft” and “Awaiting Payment” are able to be edited. While the others will not be editable.

The steps to edit the order status of “Draft” and “Awaiting Payment” are as follows:

1. Access the Manage Order page
   • Click on the Sales Order tab in the left-hand menu.
   • A dropdown will appear; select Manage Orders.
2. Selecting Orders to Print
   • Find the orders you want to edit.(URL to How do you search for orders?)
   • Click on the Action Menu on the Right side of the row.
3. Customizing the Order
   • Click on the View Details button in the Drop Down menu from the Action menu.
   • (Optional) Selecting the Cash Register
     • Click on the POS Channel to open the pop-up window.
     • Click the Cash Register to be used.
   • (Optional) Adding the Customer
     • Input the Customer name into the Customer box.
     • Click the Customer name from the drop down menu.
   • (Optional) Adding the Product
     • (Optional) If you have a Bar Code
       • Input or Scan the bar code into the empty UPC box under the Item column.
       • (Optional) Input the Quantity of the product into the Qty box in the row of the product you just added.
       • (Optional) use the Arrow keys on the Keyboard to Increment the Qty to the desired amount.
       • (Optional) Input or Scan the bar code into the empty UPC box under the Item column for each product to be added.
     • (Optional) If you have the name of the product
       • Input the Product name into the Product box and add to the order for the total amount of the product.
         • Tip: you can use the type of product in the Product Line and portions of the product name to help find the product you want
       • (Optional) Input the Quantity of the product into the Qty box in the row of the product you just added.
       • (Optional) use the Arrow Keys on the Keyboard to Increment the Qty to the desired amount.
       • (Optional) Input the Product name into the Product box and add to the order for the total amount of the product.
   • (Optional) Selecting the Payment Method
     • Click on the Payment Method box to open up the drop down menu.
     • Select the Payment Method the customer is using.
       • (Optional) Click on the Cash button.
         • Input the Cash Amount into the Paid Amount box.
       • (Optional) Click on the Credit/Debit Card button
       • (Optional) Click on the Mastercard
       • (Optional) Click on the American Express
       • (Optional) Click on the Discover
       • (Optional) Click on the Visa
       • (Optional) Click on the Gift Card
       • (Optional) Click on the Check
       • (Optional) Click on the Split Transaction
         • Add notes to the Staff notes box about each type of Payment Method and amount.
     • (Optional) Input the Discount amount into the Discount box.
     • (Optional) Input the Shipping Amount into the Shipping Amount box.
   • (Optional) Adding the Customer Billing Address
     • Locate the Billing address tab underneath the sales total.
     • Click on the + button to the right of the shipping address.
     • (Optional) if the customer has already added their information to their account, Click on the check mark box next to Use Customer Address.
     • Input the customer information into the boxes.
   • (Optional) Adding the Customer Shipping Address
     • Locate the Shipping address tab underneath the Billing address tab.
     • Click on the + button to the right of the shipping address.
     • (Optional) if the customer has already added their information to their account, Click on the check mark box next to Use Customer Address.
     • Input the customer information into the boxes.
   • (Optional) Printing the Order
     • Click the Check mark box that is to the right of the Save as Draft button
       • A check mark in the box will have the system print on completion of the order
       • An empty check mark box will have the system NOT print anything on completion of the order.
4. Saving the Edit
   • Depending on the completions of the order you can do either of the two following steps.
     • (Optional) Complete the Sale
       • Click the Confirm Order button.
       • Click the Confirm button.
     • (Optional) Re-Save as Draft
       • Click the Save as Draft button.