User GuideNAV Specific

NAV Specific

Sana Commerce 8.2
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Edit an Order

A sales agent can edit pending orders of a customer when he represents him. 

There are two ways of editing the order:

  • Open the 'Pending orders' page and search for the order which should be edited. You will see the 'Edit' button in the last column:

     
    The 'Edit' Button on the 'Pending Orders' Page

  • Open the 'Order details page' of the order that you are going to edit. You will see the 'Edit' button at the bottom right corner of the page:

     
    The 'Edit' Button on the Order Details Page
From now on, you are free to change the quantity of the existing products in the shopping basket, delete them or add new items to it. Order processing is performed the same way as the regular order placement but you need to remember:
  • By default selected shipping address on the 'Billing/Shipping' page remains the same as in the original order, but you can choose a different address if you need to.
  • Information from the 'Reference no.' and 'Comments' fields on the 'Order overview' page is also pre-filled with the data taken from the original order, but can be changed if it is necessary.
  • A placed order will overwrite the original one, but its number will remain the same.
 
 
 
 
The order can be edited in the webshop, only if it has the status 'Open' in NAV: 
 
Order Status Field on the 'Sales Order' Form in NAV
 
You can check the versioning history of each order to see what information was changed (in case of using the 'Edit order' function):

Step 1: Open the 'Sales Order' window.

Step 2: Locate the 'No. of Archived Versions' field. It displays the number of changes made to the order:

Number of Sales Order Archived Versions
 
If you click on the number, you will see the Sales Header Archive table, which stores the information about sales orders contained in the earlier versions of the document.
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Updated: January 2013