How do I update a Confirmed Sales Order?

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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.

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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?chevron-right
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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?chevron-right

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