The process to update existing order details is as follows:
Navigation: Menu > Sales Order App > Listview > Select the Sales Order > Edit (Pencil Icon)
Edit Sales Order
| Field name | Description |
| Organization | System automatically shows organization name and if user wants to change organization name, click on the (x) option and select a new organization name from the list |
| Order details | |
| Bill To | By default system shows Bill To address of the customer and if user wants to change the address, select a address name from the list |
| Ship To | By default system shows Ship To address of the customer and if user wants to change the address, select a address name from the list |
| LoB | By default system loads LoB segment of the customer and if user wants to change it, select a LoB name from the list |
| Sales Person | By default system shows Sales person name for the customer and if user wants to change the sales manager, select new manager name from the list |
| Organization Contact | By default system shows Organization contact person name for the customer and if user wants to change it, select new contact person name from the list |
| More Options : For advanced options about the order, user can click on More options | |
| Priority Order | If user wants he can make order as Priority order by clicking on the checkbox |
| Advance Order | If user wants he can make the order as Advance order by clicking on the checkbox. |
| Set an Order on Payment date from the calendar | |
| Future Order | If user wants he can make the order as Future order by clicking on the checkbox. |
| Set an Future order date from the calendar | |
| Company name | By default system loads Company name and if user wants to change it, select a name from the list |
| Bill From | By default system shows Bill From address of the company and if user wants to change the address, select a new address name from the list |
| Ship from | By default system shows Ship From address of the company and if user wants to change the address, select a new address name from the list |
| Consultant | By default system shows Consultant name and if user wants to change the Consultant name, select from the list |
| Hide BOM items | If user wants to hide BOM items of the order, click on the checkbox to apply |
| Series | By default system loads Series name and if user wants to change it, select a new Series name from the list |
Summary
By default system displays order summary details and if user wants to update existing PO date, Payment term, payment type, and order date, apply the details required details in the fields
| Field name | Description |
| PO Date | System automatically shows PO (Purchase Order) date of the order and if user wants to change it, set a new date from the calendar |
| Ref No. | By default system shows Reference number of the order and if user wants to change it, enter a reference number for the order |
| Payment term | By default system shows Payment term allotted for the order and if user wants to change it, select a new Payment term from the list |
| Delivery date | System automatically shows Delivery date of the order and if user wants to change it, set a new date from the calendar to apply |
| Payment type | By default system shows Payment type allotted for the order and if user wants to change it, select a new Payment type from the list |
| Order date | System automatically loads Order date as when it is placed and if user wants to change it, set a new date from the calendar to apply |
| Tax type | By default system shows Tax type allotted for the order as it is inclusive or exclusive and if user wants to change it, select a Tax type from the list |
| Description | User can comment or enter short notes about the Order |
Navigation: Menu > Sales Order App > Listview > Select the Sales Order > Overview Portlet > Items Widget > Edit (Three dots)
User can click on “+” button in Items Widget to add new items & it shows the labels of Item details. User can select and apply the required quantity of items of the order.
By default system displays Items details of the order and if user wants to update already existing Items of the Order click on Edit (Three dots) option to the right corner of Items Widget and apply the changes required
Edit Items
| Field name | Description |
| Item details / Unit Price | System automatically loads item details of the order and if user wants to change Unit price of the item, click on Price displayed below Item name and update the unit price and discount value of the item |
| Discount type | User can also change discount type as percentage or value per unit |
| Quantity | System automatically shows Quantity of the order items and if user wants to change it, enter a new quantity in number or click on ‘+’ or ‘-’ to increase or decrease quantity respectively to the current quantity |
| Description | User can comment or enter short notes about the Items |
Apply all the details and click on SAVE.
Navigation: Menu > Sales Order App > Listview > Select the Sales Order > Details Portlet > Order details Widget > Sales Person
The process to update Sales Person (Sale By) in details widget :
System displays already existing Sales Person name and if user wants to update the already existing Sale By name, click on Sales Person name which directs to Employee module where user can update the existing Sale By name.
Apply the required changes and click on Save
The process to update Contact Person name in details widget :
System displays already existing Point of Contact Person name and if user wants to update the already existing Contact person name, click on contact name which directs to Phone book module where user can update the Contact Person details
Apply the required changes and click on Save.
Updates in Transactions Portlet
Navigation: Menu > Sales Order App > Listview > Select the Sales Order > Transactions Portlet > Delivery Challans Widget > Edit
The process to updates in Delivery Challans Widget:
System displays already existing Delivery Challan details and if user wants to update the already existing DC details, click on Delivery Challan name which directs to DC module where user can update the existing Delivery Challan details.
Apply the required changes and click on Save.
Navigation: Menu > Sales Order App > Listview > Select the Sales Order > Transactions Portlet > Invoice Details Widget > Edit
The process to updates in Invoice details Widget:
System displays already existing Invoice details and if user wants to update the Invoice Details, click on Invoice record which directs to Invoice module where user can update the existing Invoice Details.
Apply the required changes and click on Save.