Edit a Customer Order

Each order listed on the summary screen has one or more processing options that can be selected, depending on the order’s status and the user’s security access. A supply location can edit orders created there or those created by the ordering location. Orders can be edited only at certain stages of the process, and only until the period has been posted or included in an Accounts Receivable export.

Click HERE to see the steps to edit a Commissary Order at a restaurant location.

To edit or submit a Customer Order:

From the Sales menu, click Recent Customer Orders.
To find a particular order, click on one of the status bins or click the Funnel (Filters) icon to access the screen filters. (The screen can be filtered by any column.)
Under the Actions column, click the Edit or Submit link corresponding to the desired order.
Make changes to the order as necessary.
When ready, click Add Selected Products. (Available based on order status.)
When finished, click Save.
In the confirmation box, click Exit.