Manage Sales Orders (Edit & Void)

Q1. How do I edit an order?

• Hover over or click an order → click the 3-dot icon → choose edit. 

Q2. Can I bulk edit (quick fix) an order?

• Quick fix is not yet supported for orders.

Q3. How do I duplicate an order?

• Hover over or click an order → click the 3-dot icon → choose duplicate. 

Q4. Can I delete an order?

• Orders cannot be deleted, only voided.

Q5. How do I mark an order as confirmed?

• Open a Pending order and click View Actions → Accept

• You can also bulk accept by selecting multiple quotes and choosing Accept.

Q6. How do I void an active order?

• Hover over or click an order > click the 3-dot icon > select Void

• You can also bulk void by selecting multiple quotes via checkboxes.

Q7. Why can’t I void an active order?

• There is an associated invoice linked to the order that must be voided first.

Q8. Can I invoice only a part of the order?

• Yes. You can create an invoice for only part of the total order amount. This will update the order status to Partial.

Q9. Can a fulfilled order still be edited?

• Yes. You can still edit details in a fulfilled order. However, changes made to the order will not affect the linked Invoices.

Q10. How do I view the related quote to a Sales Order?

• Open an order and in the summary modal, the related quote will be listed.

Q11. How do I view related invoices to a Sales Order?

• Open an order and click Related Invoices to view all linked invoices.

Q12. If my order is related to a repeating quote, will it automatically create an order?

• No. A repeating quote will not automatically create an order, it needs to be converted individually.

Q13. My order was under Full status but suddenly changed to Partial/Confirmed. What happened?

• 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.

Q14. Why can’t I create a draft Sales Order?

• 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.

Q15. If I directly create a Sales Order, will it also create a Sales Quote?

• No. A Sales Order can stand on its own.

Q16. If I edit a Sales Order linked to a Sales Quote, will it update the Sales Quote?

• No. Sales Orders and Sales Quotes can be linked but remain independent documents. Changes made to one will not affect the other.