ERP User GuideMicrosoft Dynamics 365 for Finance and Operations

Microsoft Dynamics 365 for Finance and Operations

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 processed yet in Microsoft Dynamics 365 for Finance and Operations can be edited in the webshop. Only those quotes which are not processed yet in Dynamics 365 for Finance and Operations 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.


 NOTE

Business customers and sales agents can edit an order or a quote in the webshop, only if its status is Open in Dynamics 365 for Finance and Operations.

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, go to the order history or quote history on the My account page, open the order details or quote details page and click Edit.

You can change the quantity of existing products in the shopping cart, delete them or add new items. Order/quote processing is the same 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, but you can choose a different address, if you need to.
  • The 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 or quote, but it can be changed.
  • The modified order or quote will overwrite the original one, and its number will remain the same.
ERP User GuideMicrosoft Dynamics 365 for Finance and Operations