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Edit an Order

B2B customers and sales agents can edit sales orders.
 
To be able to edit sales orders in Sana Admin click: Setup > Ordering & checkout > Ordering and in the Edit order field you can allow editing sales orders. For more information, see 'Ordering & Checkout'.
 
To edit an order in the webstore open the order details 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.
  • 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 Microsoft Dynamics 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: July 2015