Step Action
1. From the Order view page, make required changes.
| General Order Information or Locations | To Edit General Order Information or Locations from Order Edit modal: 1. From the Order view page, hover over Actions menu and select {Edit} from the drop-down. The Order Edit modal will open. 2. Make required changes to general or location information.3. Select {Save}. A results window will pop-up to indicate the location section saved. |
| Items | This shows all items for the selected Products: To edit, add, or delete Items. (See Items) To access Item actions from the Order view page, hover mouse over the vertical ellipses ( ⋮ ) on each record's very last column of the item table. (See General-Item Summary) |
| Payments | To edit, add, or delete Payments. (See Orders-Payments) |
| Notes | To edit, add, or delete Notes. (See General-Notes) |
| Tasks | To edit, add, or delete Tasks. (See General-Tasks) |
| Shipments | To edit, add, or delete Shipments. (See Orders-Shipments) |
Bulk Actions can also be used for editing details on a single or multiple orders.
To Edit General Order Information using Bulk Actions:
Step Action
1. From the Quptes/Orders tab, select entries under Quotes/Orders to action by checking boxes on the
left-hand side.
3. Select {Bulk Actions}. A Bulk Action modal will open.
4. Complete the fields. The selection box on the left-hand side will automatically be checked when
the field is filled out.
Note: Status and Tags can also be bulk removed by selecting the box on
the right-hand side of Bulk Remove.
5. Select {Save}. A results window will pop-up to indicate the selected orders
have been updated.