All sales order estimates and sales orders are batched automatically after you have saved them 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.
As a sales order estimate is created using the sales order entry screen, the paths below take you to the screens where you can edit a sales order and a sales estimate.
To convert your estimates to sales orders, please refer to our Converting a sales estimate to a sales order article.
There are a few different ways that you can edit your batched orders.
Edit an estimate from a customer
Click Debtors then click on Customers.
Note: All customers 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 customer 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, estimates 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 estimate and once you are done click Save.
Edit an estimate from the Outstanding Orders Enquiry
Click Selling then Enquiries.then click Outstanding Orders.
Note: All outstanding orders, estimates 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 estimate and once you are done click Save.
Edit an estimate from the Sales Estimates screen
Click Selling then Transactions then click Sales Estimates.
Note: All sales estimate transactions 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 estimate and once you are done click Save.