All sales orders and purchase orders are batched automatically after you have clicked on the Save button on the data entry screens and you can edit these at a later time.
Some fields may be disabled when the transactions is edited depending on the actions you have previously carried out on the orders.
There are a few different ways that you can edit your batched orders.
Edit an order from a customer or supplier
Click on Debtors or Creditors then click on Customers or Suppliers.
Note: All customers or suppliers are displayed. You can narrow down you search using advanced filters. You can also search on the columns directly by pointing the mouse to the name of the column and click on the icon and choose from the available filter list, then click OK.Select the checkbox in front of the record you want to work with.
Note: The Action Panel opens automatically from the right-hand side of the screen.Click on Outstanding Orders.
Note: All outstanding orders and credit notes are displayed. You can narrow down your search by using the advanced filters.Select the checkbox in front of the transaction you want to work with to get access to the Action Panel.
Select Edit Order card to edit your order and once you are done click Save.
Edit an order from the Outstanding Orders Enquiry
Click on Selling or Purchasing then click on Enquiries.
Click on Outstanding Orders.
Note: All outstanding orders and credit notes are displayed. You can narrow down your search by using the advanced filters. You can also search on the columns directly by pointing the mouse to the name of the column and click on the icon and choose from the available filter list, then click OK.Select the checkbox in front of the transaction you want to work with.
Note: The Action Panel opens automatically from the right-hand side of the screen.Select Edit Order card to edit your order and once you are done click Save
Edit an order from Receive or Deliver Orders
Click on Selling or Purchasing then click Transactions.
Click either on Deliver Orders or Receive Orders.
Note: All orders and credit notes are displayed. You can narrow down your search by using the advanced filters. You can narrow down your search by using the advanced filters. You can also search on the columns directly by pointing the mouse to the name of the column and click on the icon and choose from the available filter list, then click OK.Select the checkbox in front of the transaction you want to work with.
Note: The Action Panel opens automatically from the right-hand side of the screen.Select Edit Order card to edit your order and once you are done click Save