Follow

Edit Order Products on an Existing Order

After an order is generated you may find that you need to edit the price or quantity of the products before processing payment. To do this properly you will want to edit the order products on the order record. The order and invoice records will then update to match. If you update anywhere else you may have issues applying payment.

1. Open the Product you wish to modify.

Open the Product you wish to modify.

Double click the blank space on the record to open quickly. The arrows show good places to do this.

2. Change the price of the item

You may want to simply change the price of an item for an individual and you can override the price for this product on this order only.

2.1. Switch the toggle under Pricing to Override Price and Change the Price Per Unit amount

Switch the toggle under Pricing to Override Price and Change the Price Per Unit amount

The price per unit field is unavailable when you select Use Default, but when you select Override Price you can change the amount as needed.

3. Adjust the quantity .

Adjust the quantity .

You do not need to override the price to do this, but you can also do this with a price that is modified. If the customer orders 2 items you can change it to 1 for example.

4. Add a manual discount.

Add a manual discount.

You can also keep the sales price at the default but show the customer that they are receiving a discount by putting in a manual discount which will reduce the total amount of the order.

5. Click Save to see your changes reflected on the Order Product record. Save & Close to return to the order.

6. Refresh the Order record to see the changes take effect.

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.