Tutorial: How to edit an Order after it has been printed

Sometimes an you may want to edit an order after it has been printed because you made an error, the customer would like to make a change to the order, the measurements need to be adjusted ....

Check with Production
The first step is to check with the production manager that the order has no be started yet.

Sales - If the order has not started production then send an email to the production manager (Abigail) saying that you are modifying an order.

Production Manager - Collect all the printed production order circulating in the factory related to this order.

Minor change -> Does not change the price
In the case when the change is minor and does not impact the price paid by the customer.

Take out document
The first step is to take out the item from procurement for editing Once the item is out of procurement, you should see a red exclamation mark. You can now edit the item.

Edit the item
Edit the item, change the dimensions or color.

Document the change


Go to introductory text, enter the date, your name and the change that you have made. This way we can keep an history of what have been modified and when.

Print a copy with no price
Print a copy of the document, in the settings set the parameter "Print prices" to "No".

Refresh document in Procurement
You can now refresh the document in procurement.

Major Change ->Impact the price
To make an major change to an order that has already been printer follow these steps:

Right click on the order then select Set reporting status

When the new popup window opens change the reporting status to cancelled.

You can now right click on your last order and duplicate the document. Save this new document as revision B of the order.

eg O210927-001A-->O210927-001B

When the document has been duplicated, make the necessary changes then proceed to printing the new document as usual.