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Modifying Orders

To learn how to deal with "On Hold" orders please see the tutorial: Dealing with "On Hold" and "Running Late" Orders.

To change the details for an order already in progress, either double-click on the order or right-click then select View/edit order.

You can then:

  • Change which entity is managing the order
  • Change the number of packages in the order
  • Add/amend any order notes
  • Update the status of the current task
  • Customise any incomplete tasks
  • Add new tasks
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Remember to Save changes when you’re done.

If the order is no longer going ahead, click the red X Cancel Order button. Record the reason for the cancellation and confirm who cancelled the order. You can also optionally include a note with further information.

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