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How to edit an Order
Updated over 10 months ago

You will be able to edit an Order, if it has been created by your organisation.
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The information you are able to edit depends on the status of your Order.
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Status of Order

Edit Options

Awaiting Deliveries

  • all fields on the Order form

In Progress

  • Order End Date (date must be within the related contract's delivery window)

  • Some optional fields including Origin/destination reference, estimated delivery date, etc.

  • Order quantity - When an Order has multiple deliveries the updated amount must exceed the total amount of all prior deliveries;

  • Freight Information

Completed

  • you will be unable to edit the Order until you have changed it to a different status
    ​(see below 'Changing Order status')

Unfulfilled

  • Order End Date - You can change the order's status from "Unfulfilled" to "In Progress" by extending this to the current or some future date.

  • Amount - When an Order has multiple deliveries the updated amount must exceed the total amount of all prior deliveries

  • Freight Information


πŸ’‘Note: When increasing an Order quantity, keep in mind these things, Order should be 'In Progress', have available quantity in stock and not have any conflicting Orders which will block the quantity from being ordered.


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To change your Order's status:

Status of Order

Edit Options

Completed > In Progress / Awaiting Deliveries
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Completed > In Progress

  • you will need to reverse deliveries until the quantity delivered is no longer in tolerance.

  • Make sure you check all deliveries associated with the order by searching Transactions > Deliveries using the Order number - sometimes only one twin delivery can be reversed.

Unfulfilled > In Progress
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  • you will need to edit the Order end date to be the current or a future date. (it must be within the related Contract's delivery window)


πŸ’‘Note: You will need to cancel any attached invoices to reverse deliveries.

If it is an 'Unpaid' Tax Invoice, you can follow these steps to cancel.
​If it is an 'Unpaid' RCTI, you can cancel by following these steps.
​If your invoice is 'Paid', you will be unable to cancel it and therefore unable to edit the Order.

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