How To: View and Edit Existing Sales Orders

There are a number of ways in which a user can view and edit existing Sales Orders:

• From the Sales Order screen
• From the Customer screen
• When creating a New Sales Order

From the Sales Order Screen

1. Open a Sales Order screen (show me how).
2. Use the filters at the top of the screen to locate the order.
3. Double click on the order to open it.
4. Press Alt+E or click to enter edit mode.

   Note: If the order is in a non-editable stage of the Sales Invoice manager the following error message will be displayed:
   "The Sales Order has an invoice which is in a non-editable section."
   You will need to manually move the sales order into an editable stage if you wish to edit it.

5. Edit the sales order, for example to add an item:
   1. Press F3 or click to add a new item.
   2. Use the filters to locate the stock item.
   3. Double click on the stock item to add it to the Sales Order grid.
6. To delete an item:
   1. Focus on the line to remove.
   2. Press Ctrl+Del or click to delete the selected item.
7. When you have finished editing...
8. Press Ctrl+S or click to save the Sales Order.

From the Customer Screen

1. Open a Customer screen (show me how).
2. Locate the customer record you are interested in.
3. Go to the [ Customer | Detail | Customer Service | Sales Orders/Invoices ] screen and set the date filter as required.
4. Right click and select 'Goto Sales Order' from the grid's right-click context menu.
5. Press Alt+E or click to enter edit mode.

   Note: If the order is in a non-editable stage of the Sales Invoice manager the following error message will be displayed:
   "The Sales Order has an invoice which is in a non-editable section."
   You will need to manually move the sales order into an editable stage if you wish to edit it.

6. Edit the sales order, for example to add an item:
   1. Press F3 or click to add a new item.
   2. Use the filters to locate the stock item.
   3. Double click on the stock item to add it to the Sales Order grid.
7. To delete an item:
   1. Focus on the line to remove.
   2. Press Ctrl+Del or click to delete the selected item.
8. When you have finished editing...
9. Press Ctrl+S or click to save the Sales Order.

When creating a New Sales Order

1. Open a Sales Order screen (show me how).
2. Press Ctrl+N or click .
3. Use the filters to locate the required customer.
4. Double-click on the customer.
5. The Existing Order(s) for Customer Dialog is displayed. This lists incomplete sales orders for the selected customer, allowing you the opportunity of editing them instead of creating a new sales order.

   Note: Should a customer NOT have a sales order in an editable stage, then the 'Existing Order(s) for Customer' dialog box will NOT be displayed when a new sales order is created.

6. To view a sales order in edit mode, double-click on the sales order in the popup grid.
7. The sales order will open in Edit mode.

   Note: If the order is in a non-editable stage of the Sales Invoice manager the following error message will be displayed:
   "The Sales Order has an invoice which is in a non-editable section."
   You will need to manually move the sales order into an editable stage if you wish to edit it.

8. When you have finished editing...
9. Press Ctrl+S or click to save the Sales Order.

See Also

• Sales Orders screen