How do I update a Confirmed Sales Order?

Edit and View Sales Order access is required.

Step 1

Navigate to Dashboard, select Sales Orders on the Side Navigation Menu.

Click Edit.

Sales Order details are set.

Step 2

Scroll to Order Items card and update each Order Item's shipped quantity.

If all shipped quantities match ordered quantities, go to Step 4 which sets all Items as shipped.

How do I set the Shipped Qty of a Confirmed Sales Order Item?

The Sales Order and related Invoice will update with each Item's shipped total. However, the Customer won't see these updates until the Sales Order status is Shipped.

Step 3

Update note as needed.

Step 4

Click Ship Order and finalize Order. Sales Order will transition to Shipped status.

Learn more about what the Customer's doing next:

How do I receive a Shipped Purchase Order?
PreviousHow do I update an Accepted Sales Order?NextHow do I finalize a Received Sales Order?

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