How to Edit Sales Orders

If you need to make changes to a live sales order, this guide is for you. Some things in a sales order are more easily changed, while others need a few extra steps. Let’s get into the details. 

How to Edit a Sales Order 

Go to the sales order you wish to edit and click on (1) Quick Actions, and select (2) Edit Order. 

If you see a Draft Confirmation dialog box open up, that means there’s an existing draft of the sales order with unpublished changes. Select Resume to edit the draft, or select New Draft to remove the old draft and start fresh.  

What You Can Edit In A Sales Order 

When editing a sales order draft, you can make changes to the following:

1. The job, including services: Learn more here
2. Shipments
3. Products
4. Payment Terms
5. Pricing Group
6. Pricing Strategy
7. Customer PO Number
8. Default Discount

Publish or Delete Drafts

To make your changes go live, click on (1) Publish. To delete the draft, click on (2) Delete Draft. To save your changes without publishing them, click on (3) Cancel.

What You Can Change Without Editing A Sales Order 

You don’t always have to edit a sales order draft to make changes to a sales order. Here is a list of things you can change in a sales order without creating a draft:

1. Due Dates
2. Adding and Removing Task
3. Linking Purchase Orders
4. Notes
5. Uploading Files
6. Recording Payments