ERP User GuideMicrosoft Dynamics 365 Business Central

Microsoft Dynamics 365 Business Central

Edit an Order

Business customers and sales agents can edit sales orders and quotes directly in the Sana webshop. Only those orders which were paid on account and are not posted yet in Microsoft Dynamics 365 Business Central can be edited in the webshop. Only those quotes which are not processed yet in Dynamics 365 Business Central and are not converted into sales orders can be edited in the webshop.

When a customer edits the existing order or quote in a Sana web store and then places it, the order or quote confirmation e-mail will be sent to a customer with the latest order or quote details.

The Edit Order Confirmation e-mail template is used to send the order confirmation e-mail to a customer. The Edit Quote Confirmation e-mail template is used to send the quote confirmation e-mail to a customer. For more information, see "E-mails".

 NOTE

A confirmation e-mail with the latest quote details is sent to a customer after a customer edits a quote in a Sana web store starting from Sana 9.3.2.

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

To edit an order or a quote in the webshop, open the order details page or quote 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/quote processing is performed in the same way as the regular order or quote 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 or quote, 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 or quote will overwrite the original one and its number will remain the same.

The order or quote can be edited in the webshop, only if it has the status Open in Dynamics D365 Business Central.

ERP User GuideMicrosoft Dynamics 365 Business Central