Q1. How do I edit an order?
Hover over or click an order → click the 3-dot icon → choose edit.
Q2. Can I bulk edit (quick fix) an order?
Quick fix is not yet supported for orders.
Q3. How do I duplicate an order?
Hover over or click an order → click the 3-dot icon → choose duplicate.
Q4. Can I delete an order?
Orders cannot be deleted, only voided.
Q5. How do I mark an order as confirmed?
Open a Pending order and click View Actions → Accept
You can also bulk accept by selecting multiple quotes and choosing Accept.
Q6. How do I void an active order?
Hover over or click an order > click the 3-dot icon > select Void
You can also bulk void by selecting multiple quotes via checkboxes.
Q7. Why can’t I void an active order?
There is an associated invoice linked to the order that must be voided first.
Q8. Can I invoice only a part of the order?
Yes. You can create an invoice for only part of the total order amount. This will update the order status to Partial.
Q9. Can a fulfilled order still be edited?
Yes. You can still edit details in a fulfilled order. However, changes made to the order will not affect the linked Invoices.
Q10. How do I view the related quote to a Sales Order?
Open an order and in the summary modal, the related quote will be listed.
Q11. How do I view related invoices to a Sales Order?
Open an order and click Related Invoices to view all linked invoices.
Q12. If my order is related to a repeating quote, will it automatically create an order?
No. A repeating quote will not automatically create an order, it needs to be converted individually.
Q13. My order was under Full status but suddenly changed to Partial/Confirmed. What happened?
Possible reasons for this change:
Related invoice amounts were reduced below the order total.
The order amount was edited, increasing the order total above the linked invoices.
Related invoices were voided, reducing fulfillment and reverting the status to Partial or Confirmed.
Q14. Why can’t I create a draft Sales Order?
Sales Orders represent confirmed customer commitments, so they are created as final records. Use a Sales Quote if you need a draft or pre-approval stage.
Q15. If I directly create a Sales Order, will it also create a Sales Quote?
No. A Sales Order can stand on its own.
Q16. If I edit a Sales Order linked to a Sales Quote, will it update the Sales Quote?
No. Sales Orders and Sales Quotes can be linked but remain independent documents. Changes made to one will not affect the other.