Edit Order Items Screen

The "Edit Order Items" screen allows you to edit the items and adjustments of the order. Clicking the [Cancel All Items] button will cancel all items in the entire order. If you cancel all items in an order, you will cause the entire order to be canceled. Clicking on the [View Order] button will return you to the "View Order" screen without making the changes to the order information.

• For Order Items you may modify:
  • Item description
  • Unit price - To change the unit price you must click on the check box next to the price before pressing the [Update] button.
  • Quantity - You must change the quantity per ship group.
  • Clicking the [Cancel] button will cancel the item in a particular ship group.
  • Clicking the [Cancel All] button will cancel that item from all ship groups and remove that item from the order entirely.
  • Clicking the [Update Items] button will update the quantity, price, and description of the order items.
• Below the items you can edit the descriptions and amounts of the adjustments (such as "Shipping and Handling" or "Promotions"). Clicking the [Update] button will save the changes; clicking the [Delete] button will remove the adjustment.
• Below the adjustment you can add additional adjustments. Select the adjustment type from the drop down menu, and if applicable associate the adjustment with a ship group from the second drop down menu. Enter the adjustment description and the amount and click the [Add] button.
• In the "Add to Order" section you can add items to the order. When you add items to an order the system will automatically recalculate taxes, shipping charges, and promotions for the order. Enter the following information as pertains to the order and click the [Add To Order] button. This will take you back to the View Order Screen and create a note for the item you have added.
  • Catalog - Select the product catalog for pricing purposes.
  • Product ID - Enter the internal product ID, SKU, or UPC, or click the lookup widget to search for the product ID.
  • Enter the item price and click on the "Override Price" check box if you would like to force a price.
  • Enter the quantity of units to be added to the order.
  • Enter the ship group number that the item is being added to.
  • Click on the box next to "Realculate Order" and it will cause the system to recalculate prices, shipping charges, and promotional discounts after the item has been added. Otherwise, the item will be added with its own taxes, but the prices, shipping charges, and promotional discounts already existing on the order will not be changed.

If you are looking to change the quantity of an existing order item, edit the quantity next to each of its ship groups, and then press the [Update Order Items] button below it. If you are looking to add a new item to the order, then you see "Add to Order" form at the bottom of the screen. This form would add a new order item, even if the same product is already on the order.