Edit Placed Order

You can edit the order header of an order after it has been placed. A placed order is an order with any status that is not Draft. Refer to View Order and Order Item Details for a list of statuses.

Complete the following steps to edit a placed order:

1. 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.

2. 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.

3. On the Customer Summary window, select an account under the Accounts detail tab to open the Account Details window.

   

   Customer Summary Window

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

   

   Orders Tab

5. For the placed order you want to edit, click the ellipsis icon in the Actions column, and select Edit Order to open an Edit Order window.

   

   Edit Placed Order

6. On the Edit Order window, edit the necessary fields:

   Required fields are marked with an asterisk.

• PO Number — Enter the customer purchase order number.

• Referral — Enter how the customer found out about your services or products

• Notes — Enter any pertinent information that needs to be noted for this order.

  

  Edit Order Window

7. To save your changes, click Edit Order.