How to use the Edit Order feature

How to use the Edit Order feature

Summary

The Edit Order Feature allows a Site Administrator (SA) or Secondary SA with sufficient privileges to edit existing orders. This feature is only available to select customers . This article will describe the proper steps a SA should take when editing an existing order. 


Instructions

  • Open the order to be edited
  • Expand the Line Items section
  • The buttons below will be shown


  • You can add a new line, by clicking on the Add New button
  • To use either the Duplicate, Edit, Delete or Edit Price buttons, click on a line and these buttons will be enabled. 
  • When the Line Item page opens, a bar will appear across the top of the screen, warning that editing an order will make its purchase orders invalid
  • When all changes have been made, click on the Update button at the bottom of the window. 
  • A warning box will appear, allowing you to choose to continue with the edit, making the purchase order invalid, or to cancel the edit. 



  • If you click No, no changes will be made to the order
  • If you click Yes, the change will be applied, and a new information bar will appear.  You can Re-process the order immediately by pressing the Re-Process button


  • Clicking Re-process will make existing Purchase Order(s) invalid and send the new Purchase Order(s) to the vendor
  • If the Order is not re-processed immediately, it can be easily identified in the Orders list. 
  • All Orders requiring reprocessing will be marked with the symbol shown below and will be marked with a  temporary status of Received.




  • When the Re-process button is pushed, a new popup window will appear



  • When Yes is selected, the new Purchase Order(s) are created and sent
  • The Order Status changes to Order Created
  • The original PO number is marked with an "R" symbol. 
  • Although the PO is invalid and will have a status of Canceled, it can be viewed for future reference
  • The invalid PO will not be shown in the active PO list. It can be located from within the Order, by using the PO filter Canceled or by using the Search button. 


Applies To:

  1. Solatech DOS 


    • Related Articles

    • How to use the Edit Order feature

      Summary The Edit Order Feature allows a Site Administrator (SA) or Secondary SA with sufficient privileges to edit existing orders. This feature is only available to select customers who have both a Solatech Focus site and Solatech Fabrication ...

    • Using the Edit Order feature

      Summary Solatech Focus allows the Primary Account Admin and optionally other users to edit orders. This knowledge base article will outline how to use this feature. Note: This feature must be enabled by a Site Administrator. Contact your Site ...

    • How to use the Check Measure feature

      Summary This article explains how to use the Check Measure feature of the Solatech Window Covering Software. More Information The Check Measure feature is used to control quotes or orders from being sent to production until the measurements have been ...

    • How to use the language translation feature

      Summary This article explains how to use the language translation feature of the Solatech Window Covering Software. Note: The language translation feature is implemented in version 4.2.328 and higher. More Information The Language Translation feature ...

    • Changing Products or Options in Order Entry using the Replace Items Feature

      More Information These navigation and entry instructions may not be the only way to complete the desired task.  For more in-depth explanations, any related articles will follow the instructions as links. Steps The Replace Items feature allows you to ...