Edit Draft Order Header

Any order header field of an order with a Draft status can be edited before it is confirmed.

Orders with a different status than Draft are limited in what fields you can edit. Refer to Edit Placed Order for more information.

Complete the following steps to edit the draft order header:

If you know the order number, click Orders in the left pane. Use the Search field to find and select an order. Skip to this step. Refer to Search Feature for more information about using the Search feature.

Select Customer Billing from the Gotransverse application menu .

You may see a Customers and an Accounts tab or just the Accounts window, depending on the value for the Allow Multi-Customer Accounts Billing system setting. The Allow Multi-Customer Accounts system setting must be set to True to see both tabs. If this system setting is set to False, you will only see the Accounts window while in the Customers module. Refer to System Settings for more information about configuring system settings.
Select a customer from the list or search for a customer from the Search field to open the Customer Summary window.

To quickly access a customer or billing account, click the icon on the title bar (on either the Customers or Accounts window) and enter part of the customer or billing account name. If you do not see the Accounts tab, you can still search for a billing account from the Customers window by entering part of the number in the Search field. You can also bookmark regularly-used pages. Refer to Search Feature for more information.

Customers Window

Click the icon in the left pane to hide it. Click the icon to open it.

You can manage which columns display in any table with a Configure or Columns button by clicking the button and selecting desired columns. In addition. If the table includes a Filter button, you can filter the table contents. If the table includes an Export button, you can export visible table contents (up to 50) to a CSV (comma-separated values) file. Refer to Data Tables for more information about using these features.
On the Customer Summary window, select an account under the Accounts detail tab to open the Account Details window.

Customer Summary Window
On the Account Details window, click the Orders tab to view a list of created orders.

Orders Tab
For an order with a Draft status, complete one of the following actions:
1. Click the ellipsis icon in the Actions column and select Edit Order to open the Edit Order window.
  
  Edit Draft Order
2. OR, select the order from the order list to open the Order Details window and click the icon on the top left side of the window to open the Edit Order window.
  
  Draft Order Details Window
On the Edit Order window, edit the order header fields as needed.

Edit Order Window

Required fields are marked with an asterisk.

Click Configure Fields in the upper-right corner to select any Order custom fields you want to display for an order.
Click Edit Order to save your changes to the order header.

When all changes to the order header are complete, you can edit the order items or confirm the order. Refer to Edit Draft Order Items and Confirm Draft Order.