Modifying Orders
After an order is created, it can be modified depending on the status in the order workflow. For example, you would not be able to modify a completed or canceled order.
| 1. | To edit an order, select and click an Order. |
| 2. | Click Edit. |
Figure 1 - Orders, Edit order button
Once orders are created, they cannot be deleted from the system due to auditing regulations.
CSRs can also reserve and release timeslots while creating an order manually.
Note: If someone is already modifying this order, you must take ownership of an order before you can modify it.
modifying fulfillment options
You can make changes to an existing order that has not been fulfilled. For example, you may need to change the fulfillment method or change the pickup store. To set the fulfillment options of an order or modify an existing one, refer to Managing Fulfillment Options .
modifying payments
Price totals (and therefore payments) can be affected when clients modify their orders: when they request to adjust item quantities, add items, delete items. In these cases, payments can be added, adjusted or even voided when necessary.
Important: Increasing the quantity of items affects the total amount of the order. By increasing the quantity of an item, or adding an item, the payment will need to be canceled and a new payment will need to be processed. You can also keep the first payment and create an additional payment to be applied to the remaining balance.
For more information see Managing Payments and Voiding a Payment