After creating your sales order, you will be able to perform the following functions:
Edit order details
Edit main details
Closing an orderDuplicate order
Void order
Preview / Download / Email order
Edit order details
Edit main details
To edit the Sales Order details & status
Click on Sales > Sales Orders on the main navigation panel.
2. On the listing page, click on the order you want to edit.
3. On sales order page, click Edit to enter edit mode
Closing an order
To close an order, click on the status menu and select ‘Closed’. Learn more about closing order.
Duplicate order
You can duplicate a copy of your sales order if you need to create one with similar values.
To duplicate a sales order:
On the Sales Order listing page, click on the order you want to duplicate .
On the Sales Order details page, click More on the top left corner > Duplicate to perform this operation.
A duplicated sales order will be assigned a unique sales order number. You can edit the duplicated sales order to change any values that are intended to be different from the original copy.
Void order
To void a sales order:
On the Sales Order listing page, click on the order you want to void
On the Sales Order details page, click Edit to enter edit mode
click Void on the top right corner and click ‘Ok’ to confirm.
Email / Download / Preview
You can email / download / preview your sales order clicking the respective icons located at the top part of the sales order details page.
