Modify Orders

ORDER MANAGEMENT > ORDER > ORDERS

You can use the Order Modification lightbox to modify orders.

You must take ownership of an order before you can modify it.

For more information about ownership of orders, see Orders and Ownership.

During order creation, the system records details of all the promotions that impact a cart. The saved promotions might be re-evaluated when a modification is made to the shipments of the order. Only saved promotions are eligible for that order after the order has been submitted.

During the post-submission workflow you can modify order shipments.

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Any changes to a shipment (adding, editing, or deleting items), addition of a new shipment, deletion of an existing shipment, or modifying the fulfillment option will result in the re-evaluation of promotions based on the promotions that were saved at the time of original order submission.

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The promotion engine does not take into consideration any other promotion.

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You can apply a coupon to an order as long as the associated promotion was applicable at the time of order submission.

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A coupon can only be applied if the post-submission workflow permits modification of the order shipments.

Modifying an order:

1.

Use the Scope Selector to select the Scope that you require.

2.

Filter the list as necessary.

3.

Double-click the order that you want to modify.

The Order Details panel is displayed.

4.

In the Details panel toolbar click  Edit Order.

a.

OPTIONAL: If the order is already being modified by someone else you might be prompted to take ownership. For more information, see Take Ownership of an Order.

The Order Modification lightbox is displayed.

5.

Make the required modifications (for example, add items to the order).

a.

OPTIONAL: When required you can change the Shipment Status. For more information, see Modify the Status of a Shipment.

b.

OPTIONAL: When required you can change the Order Status. For more information, see Modify the Status of an Order .

c.

OPTIONAL: When required you can change the Date and Time for Pick-Up or Delivery.For more information, see Specify a Date and Time for PickUp or Delivery.

When adding items to an order you can check the Available to Promise or Back Order stock levels from the inventory tab in the Line Item Details Panel. For more information, see View inventory data from an item record.

6.

Submit the Modified Order. For more information, see Submit an Order.

You can only submit orders that contain back order items when the Back Order check box has been selected in the Product Administration configuration. Any items that have an Out of Stock status will prevent the order from being submitted.

Modifying customer information:

You can modify the information displayed but the modifications are made to the order only and not to the actual profile of the customer.

1.

From the Order Modification Lightbox, select the Customer tab.

2.

Enter the new value(s) in the field(s) that you want to modify.

REFERENCES

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Manage Orders

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Filter Orders

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Filter Orders