Order Query/Change

Overview

The Order Query/Change screen enables you to view an existing order or to make changes to an order that has not been completed or cancelled. After first entering this screen you will be taken to the find order screen to choose the order that you will want to edit or change.

The find order screen is strictly a query screen. When first entering the screen it will be blank, that is because it is waiting for you to enter information to limit your query. Pressing enter will bring up every order in your system but by entering information in the white boxes you will cull your search parameters. With parameters like customer PO and Company you can get rather specific in what you are looking for and should be able to quickly get the order you need with a little practice.
Once you find the order number that you would like to look at you can double click on the order number to bring it into the order query/change screen.

As long as the order has the status of "New" and the order is not currently in the order-shipping screen you will be able to add or delete line items as well as make changes to the line item details, order header information or add/change shipping cost, charges and taxability.
Note: Salesperson commissions will be automatically changed as order information is changed in this screen. To view changes in commissions for a salesperson go to the View Salesperson Commission screen or review the commissions tab in the order.
The functions of the different tabs and the information in this screen have been covered in the New Order Entry section of this manual. Please refer back to that section for any questions on screen boxes or functionality.