# How do I update a Pending Sales Order?

{% hint style="warning" %} <mark style="color:green;">**Edit and View**</mark> Sales Order access is required.&#x20;
{% endhint %}

### Step 1

Navigate to Dashboard, select <mark style="color:blue;">**Sales Orders**</mark> on the Side Navigation Menu.

Click <mark style="color:blue;">**Edit**</mark>.&#x20;

<figure><img src="https://1302759847-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FeoevrZ9bfNKGmkOY1NpC%2Fuploads%2FSH6ym7DbAEVIQPIlS4dB%2FScreen%20Shot%202024-12-17%20at%2010.42.40%20AM.png?alt=media&#x26;token=d92c5615-5141-4536-a11f-ef2c12e0cf30" alt=""><figcaption></figcaption></figure>

### Step 2

Update fields as needed. All updates are not visible to the Customer until you <mark style="color:green;">**Accept**</mark> this Order.

#### Section 1  - Primary Details

* Accept by Date - Accept Sales Order by this date.
* Confirm Ship by Date - Confirm ship by date requested from Customer.
* Invoice Due Date - Expected Invoice due date.
* Tax Rate - Set tax rate, if applicable.
* Discount - Confirm applied discount, if applicable.
* Main Contact - Select contact from Account.

<figure><img src="https://1302759847-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FeoevrZ9bfNKGmkOY1NpC%2Fuploads%2FONsz9xZ1vavDixddEWUe%2FScreen%20Shot%202024-12-18%20at%209.05.50%20AM.png?alt=media&#x26;token=30e41824-3e2a-40d2-93b2-9c094edfc908" alt=""><figcaption></figcaption></figure>

#### Section 2 - Shipment Address

<figure><img src="https://1302759847-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FeoevrZ9bfNKGmkOY1NpC%2Fuploads%2FDwsxezxqBnX8rq7Bicqd%2FScreen%20Shot%202024-12-18%20at%209.51.45%20AM.png?alt=media&#x26;token=3c6a01a6-7c13-4850-a149-175caa152aa9" alt=""><figcaption></figcaption></figure>

#### Section 3 - Order Items

<figure><img src="https://1302759847-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FeoevrZ9bfNKGmkOY1NpC%2Fuploads%2F6hpnPh7hf7DEp0ZyuYGu%2FScreen%20Shot%202024-12-18%20at%209.53.41%20AM.png?alt=media&#x26;token=90571fe5-b061-4611-bca5-3d42d857531d" alt=""><figcaption></figcaption></figure>

#### Section 3 (Option 1)- Add New Order Item

{% content-ref url="how-do-i-add-a-pending-sales-order-item" %}
[how-do-i-add-a-pending-sales-order-item](https://docs.apptiflo.com/application-docs/sales-orders/how-do-i-add-a-pending-sales-order-item)
{% endcontent-ref %}

#### Section 3 (Option 2) - Update Order Item

{% content-ref url="how-do-i-update-a-pending-sales-order-item" %}
[how-do-i-update-a-pending-sales-order-item](https://docs.apptiflo.com/application-docs/sales-orders/how-do-i-update-a-pending-sales-order-item)
{% endcontent-ref %}

#### Section 3 (Option 3) - Delete Order Item

{% content-ref url="how-do-i-delete-a-pending-sales-order-item" %}
[how-do-i-delete-a-pending-sales-order-item](https://docs.apptiflo.com/application-docs/sales-orders/how-do-i-delete-a-pending-sales-order-item)
{% endcontent-ref %}

#### Section 4 - Note

Add note as needed. Customer can also view and update this note during any Order status.&#x20;

<figure><img src="https://1302759847-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FeoevrZ9bfNKGmkOY1NpC%2Fuploads%2Fv9HtZDqdeoUa8rq2LhfK%2FScreen%20Shot%202024-12-16%20at%2010.22.23%20AM.png?alt=media&#x26;token=b15f02d7-b29e-4e60-b593-7274ec0255dd" alt="" width="563"><figcaption></figcaption></figure>

#### Section 5 - Terms

View Customer's Terms and update your Terms as needed.

<figure><img src="https://1302759847-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FeoevrZ9bfNKGmkOY1NpC%2Fuploads%2Fi1KIbHu4X4a2rPTMRAMu%2FScreen%20Shot%202024-12-18%20at%201.23.35%20PM.png?alt=media&#x26;token=db2ab51c-9adc-4b64-9b62-a3bab898383b" alt=""><figcaption></figcaption></figure>

### Step 3

Click **Save,** <mark style="color:green;">**Accept**</mark>, or <mark style="color:red;">**Deny**</mark> to finalize. Saved updates will not be seen by the Customer until you <mark style="color:green;">**Accept**</mark>. An email notification will be sent to the Customer once you decide to <mark style="color:green;">**Accept**</mark> or <mark style="color:red;">**Deny**</mark> this order.&#x20;

<figure><img src="https://1302759847-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FeoevrZ9bfNKGmkOY1NpC%2Fuploads%2FOnvWTStUS0VwZ08AnhYV%2FScreen%20Shot%202024-12-18%20at%201.24.53%20PM.png?alt=media&#x26;token=840ad9e6-408d-4caa-bc05-8badeb4dd887" alt=""><figcaption></figcaption></figure>

Once accepted, only the Supplier may continue to make updates to an Order. You will need to communicate with your Customer and update as needed.

<figure><img src="https://1302759847-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FeoevrZ9bfNKGmkOY1NpC%2Fuploads%2Fkp75K9NapdtFBpuvNdPZ%2FScreen%20Shot%202024-12-18%20at%201.41.03%20PM.png?alt=media&#x26;token=0a04fac3-7488-4333-aba6-1e3e3b35e289" alt="" width="563"><figcaption></figcaption></figure>

### Learn more about what the Customer's doing next:

{% content-ref url="../purchase-orders/how-do-i-confirm-retract-an-accepted-purchase-order" %}
[how-do-i-confirm-retract-an-accepted-purchase-order](https://docs.apptiflo.com/application-docs/purchase-orders/how-do-i-confirm-retract-an-accepted-purchase-order)
{% endcontent-ref %}
