Hover over or click an order → click the 3-dot icon → choose edit.
Quick fix is not yet supported for orders.
The bulk edit option only appears when the order has 2 or more line items.
Select the checkboxes for the line items you want to edit, or select the header checkbox to select all items.
Click Bulk Edit to update any field on the selected line items.
Hover over or click an order → click the 3-dot icon → choose duplicate.
Orders cannot be deleted, only voided.
Open a Pending order and click View Actions → Accept
You can also bulk accept by selecting multiple quotes and choosing Accept.
Hover over or click an order > click the 3-dot icon > select Void
You can also bulk void by selecting multiple quotes via checkboxes.
There is an associated invoice linked to the order that must be voided first.
Yes. You can create an invoice for only part of the total order amount. This will update the order status to Partial.
Yes. You can link a sales order to an invoice that already exists, instead of creating a new invoice from the order.
Open the sales order, click View Actions, and select the invoice from the dropdown.
Contact: only invoices with the same contact as the sales order appear in the dropdown.
Invoice status: you can link any active invoice, whether it is unpaid, partially paid, or fully paid.
You can link multiple invoices to one sales order, and the linked total can exceed the order total.
If the total of the linked invoices is less than the order total, the order status changes to Partial.
Note: Linked invoices appear under Related Invoices. See Q14.
No. Once a sales order and an invoice are linked, the link cannot be removed.
To undo it, void the linked invoice. You can then link the sales order to a different invoice.
Yes. You can still edit details in a fulfilled order. However, changes made to the order will not affect the linked Invoices.
Open an order and in the summary modal, the related quote will be listed.
Open an order and click Related Invoices to view all linked invoices.
No. A repeating quote will not automatically create an order, it needs to be converted individually.
Possible reasons for this change:
Related invoice amounts were reduced below the order total.
The order amount was edited, increasing the order total above the linked invoices.
Related invoices were voided, reducing fulfillment and reverting the status to Partial or Confirmed.
Sales Orders represent confirmed customer commitments, so they are created as final records. Use a Sales Quote if you need a draft or pre-approval stage.
No. A Sales Order can stand on its own.
No. Sales Orders and Sales Quotes can be linked but remain independent documents. Changes made to one will not affect the other.
