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Edit Orders

You save changes on an existing order (SO-). Shipping and invoicing stay on that same order.

This order does not keep a revision, so Save replaces what you opened. Choose Update again if you need to put a value back.

Edit Orders​

  1. Go to Sales → Sales Pipeline → Orders. Choose Update.
  2. Update Sales Order opens and shows the order you chose. Change Order Basics, Shipping & Billing, Lead information, Financials, Notes, or documents.
    • This keeps the same SO- number. It does not create a new order.
  3. Press Save. Update sales order writes those changes onto this order.

You should see the same order number, prefixed SO-.

  • Orders — the process this job sits on
  • Send email — the next job on this screen
  • Order — the SO- record