How do I update an Accepted Sales Order?
Edit and View Sales Order access is required. This is the collaboration phase with your Customer. Order changes are reviewed and only the Supplier may make updates.
Step 1
Navigate to Dashboard, select Sales Orders on the Side Navigation Menu.
Click Edit.
Step 2
Update fields as needed. All updates are immediately visible to the Customer.
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.
Section 2 - Shipment Address
Section 3 - Order Items
Section 3 (Option 1)- Add New Order Item
How do I add a Pending Sales Order Item?Section 3 (Option 2) - Update Order Item
How do I update a Pending Sales Order Item?Section 3 (Option 3) - Delete Order Item
How do I delete a Pending Sales Order Item?Section 4 - Note
Add note as needed. Customer can also view and update this note during any Order status.
Section 5 - Terms
View Customer's Terms and update your Terms as needed.
Step 3
Click Save.
Learn more about what the Customer's doing next:
How do I confirm/retract an Accepted Purchase Order?Last updated
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