Using the Edit Order feature

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 Administrator if you do not see the selections described in this article. 

How to edit an order

1.      From the Order Review page, expand the Line Items section
2.      Place a check mark to the left of the line which you wish to change
3.      Click the Edit button
4.      You will see a large banner at the top of the screen, advising the Editing the line item will cause the affected purchase order to become invalid. 

5.      Make the needed changes, and click Update
6.      You will see another pop-up, asking you to confirm that you understand that the purchase order associated with this line will become invalid. Press the Yes button to continue.


7.      You will return to the Order Review page, where you will see another banner. When the edit was made, the old PO was invalidated. Clicking either of the choices on this banner will create the new PO, based upon your changes. 
  1. Click Send  if the adjusted PO should be sent to the vendor .  Note: Solatech does not send any information to the vendor regarding the changes. to the original PO. You should contact the vendor directly to let them know to stop production on the original. 
  1. Click Mark as Sent to create, but not send, the PO
8.      The original PO will be shown with an "R" symbol in the Purchase Order section of Order Review screen.
9.      The original PO will NOT be visible on your PO listing page. 



Note: If your order has multiple vendors, the only PO which will be recreated is the one for the vendor you changed.  Other PO(s) will not be affected. 

See Also: 

  1. How to give an Account User the ability to edit orders

Applies To:

  1. Solatech Focus
  2. Solatech DOS



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