After creating your sales order, you will be able to perform the following functions:

  • Edit order details
    Edit main details
    Closing an order
  • Duplicate order
  • Void order
  • Preview / Download / Email order

Edit order details

Edit main details

To edit the Sales Order details & status

  1. 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:

  1. On the Sales Order listing page, click on the order you want to duplicate .
  2. 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:

  1. On the Sales Order listing page, click on the order you want to void
  2. 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.

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