Updating An Order

After a customer has placed an order, it is sometimes necessary to make changes to the order, place it on hold, or cancel the order entirely.

To edit an order:

When you make changes to an order, the original order is canceled and a new order is generated. However, you can make changes to the billing or shipping address without generating a new order.

  1. From the Admin menu, select Sales > Orders.
  2. Select the pending order that you want to edit.
  3. Click the Edit button at the top of the screen. When prompted with a warning, click OK to continue.
  4. Make the necessary changes to the order. For example:
    • To change the billing address, click Edit in the Billing Address section, and change the address.
    • To change the shipping address, click Edit in the Shipping Address section, and change the address.
  5. When complete, do one of the following:
    • For changes made to the billing or shipping address, click Save.
    • Click Submit Order to save changes made to line items, and reprocess the order.

To place an order on hold:

You might need to put an order on hold for a number of reasons, such as when the customer’s preferred method of payment is not available, or when the item is temporarily out of stock.

  1. From the Admin menu, select Sales > Orders.
  2. In the list, find the pending order that you want to place on hold. Then, click the View button.
  3. Click Hold to place the order on hold.

To return the order to an active state, repeat the process and click Unhold.

To cancel an order:

Canceling an order removes it from the list of pending orders.

  1. From the Admin menu, select Sales > Orders.
  2. Find the pending order that you want to cancel, and click the Edit link at the end of the row.
  3. In the upper-right corner, click the Cancel button to remove the order.

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