ERP User GuideMicrosoft Dynamics GP

Microsoft Dynamics GP

Edit an Order

Business customers and sales agents can edit existing sales orders directly from the Sana webshop. Only those orders which were paid on account and not posted yet in Microsoft Dynamics GP 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 enable the option Edit order for B2B customer and sales agents. If this option is disabled, business customers and sales agents will not be able to edit sales orders from the Sana webshop. For more information, see 'Ordering & Checkout'.

The order can be edited by a customer from the order details page in the order history.

A customer can change the quantity of existing products in the shopping cart, delete products or add new products. Order processing is the same as the regular order process, but remember that:

  • By default, the selected shipping address on the Shipping information step remains the same as in the original order, but a customer can choose a different address.
  • The information from the Reference no. and Comments fields on the Order overview page is also pre-filled with data taken from the original order, but it can be changed.
  • The modified order will overwrite the original one in Microsoft Dynamics GP, and its number will remain the same.
ERP User GuideMicrosoft Dynamics GP