Sales Orders & Invoices
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      Update a Sales Order 

      Overview:  

      • Learn how to update an existing sales order 

      Why Do You Update a Sales Order? 

      Sales orders can be updated at any time before they are posted. You may need to make changes such as updating quantities, prices, delivery dates, shipping details, or even adding or removing items. 

      Note: If the sales order has already been fully or partially posted, you can no longer edit it directly. Instead, use a Corrective Sales Credit Memo to adjust the invoice or create a Sales Return Order to manage product returns. Alternatively, use the Copy Document function to create a new sales order based on the original one. 

      How to Update a Sales Order? 

      1. Go to the Sales Orders list page.  
      2. Use filters to locate the order you want to update. 
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      3. Select the relevant order to open the Sales Order Card.  

        Note:  The unposted sales order must be in Open status for you to make any updates. If it has been Released, select Release, then select Reopen to make changes.  
      4. You can update the following fields: 
        1. General section: 
          4 
          1. Order Date: Update the order creation date, which determines the price and discount.  
          2. Requested Delivery Date: The date the customer wants the order delivered.  
        2. Lines section: 
          7 
          1. Type: Add or remove items or other line types.  
          2. Quantity: Adjust quantities as needed. 
          3. Location Code: Update the expected inventory location. 
          4. Unit Price: Adjust the item price.  
          5. Line Discount %: Apply or remove line discounts.  
          6. Shipment Date: Update the expected shipment date.  
        3. Invoice Details section: 
          5 
          1. Payment Terms Code: Defines when the customer’s payment is due. 
        4. Shipping and Billing section: 
          6 
          1. Ship-to: Update the delivery address 
          2. Bill-to: Update the customer receiving the invoice. 
      5. Review the totals, taxes and shipping details for accuracy.
      6. Then, select Release to make the sales order ready for posting. 
      7. You’ve updated an unposted sales order.  

      Note: Releasing the order locks it for shipment or invoicing and allows the warehouse to pick the items. 

       

      What’s next? 

      Find out how to use the Copy Document function to duplicate a sales order. 

       

      If you have any questions reach out to support@wiise.com