Updating Open Sales Orders

If you need to bulk update ACTIVE orders based on updated customer information such as:

• Trading Entity

• Agent

• Tax

• Discount

• Terms

• COD/INSL Status

• Warehouse

Please follow the below steps:

1. Open the customer card > go into the Financial tab

2. Make your changes on the customer card as necessary. For example, in this scenario I’ve changed TERMS and AGENT.
   
   

   Open

   

3. Once done, click the button down there called Update Open Orders

Open

3. Tick AGENT or TERMS or whatever you need to update and select SAVE.
   
   

   Open

   

4. Click SAVE once done. The green items will save UPDATED

   Open

   

You can go into any order and have a look and you will notice that the items selected will be updated.

Open