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Searching & Editing Sales Orders

Searching & Editing Sales Orders

Owned by Sandra Petrovic
Last updated: Feb 26, 2025
2 min read

Searching Orders

  1. Go to SALES

    image-20250226-031550.png

     

  2. You can search any of these ways: SO#/STYLE/CUSTOMER/LINE

    image-20250226-032435.png

     

 

Editing Orders

  1. Go to SALES

    image-20250226-031550.png

  2. Search by sales order number, customer, line or style number.
    Hit search once done

    image-20250226-031616.png

  3. Click on the sales order number to open it up

    image-20250226-031742.png

  4. Change your units and prices as needed (or anything else that you need to update.

image-20250226-031826.png

  1. Hit save and Generate SO at the bottom of the screen.
    Put a message in if you need to.
    Good to click UPDATE PDF so that you can keep track of the changes.

    image-20250226-032255.png

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