ERP User GuideMicrosoft Dynamics 365 for Finance and Operations, Business Edition

Microsoft Dynamics 365 for Finance and Operations, Business Edition

Edit an Order

Business customers and sales agents can edit sales orders directly in the Sana webshop. Only those orders which were paid on account and not posted yet in Dynamics 365 for Financials can be edited in the webshop.

To allow business customers edit sales orders, in Sana Admin click: Setup > Ordering & checkout > Ordering. On the Ordering page you can enable the option Edit order for B2B customer and sales agents. For more information, see 'Ordering & Checkout'.

To edit an order in the webshop, open the order details page and click Edit.

From now on, you are free to change the quantity of the existing products in the shopping cart, delete them or add new items to it. Order processing is performed in the same way as the regular order placement, but you need to remember:

  • By default, the selected shipping address on the Shipping information step remains the same as in the original order, but you can choose a different one, if you need to.
  • The Reference no. field on the Order overview page is also pre-filled with data taken from the original order, but can be changed, if it is necessary.
  • A placed order will overwrite the original one and its number will remain the same.
ERP User GuideMicrosoft Dynamics 365 for Finance and Operations, Business Edition