Manual order editing

Manual order editing is for early corrections, before warehouse work starts.

The edit button appears only on orders with the New status. WMS accepts editing only while the order is still at the beginning of the flow.

What Can Be Corrected

On a new manual order, you can correct:

• products;
• quantities;
• prices;
• shipping cost;
• internal notes;
• billing and shipping addresses;
• return type, if you are working on a return order;
• the parent order link, if the return was created from a shipped order.

Editing uses the same screen as creation: products in the main area, settings, customer, and addresses on the side.

Editing Steps

1. Open Orders.
2. Open the order.
3. Check that the status is New.
4. Press edit.
5. Correct products, quantities, prices, shipping, notes, or addresses.
6. Check the order summary.
7. Save.
8. Reopen the order detail and verify the changes.

Products And Quantities

When editing, the product list is saved again on the order.

For a standard order:

• quantities must be positive;
• prices cannot be negative;
• the product must exist in the catalog;
• if the product is changed, check stock again in the current warehouse.

For a return order, quantities are handled as positive values in the form, even if the return value can be shown as negative in the list.

Addresses

Addresses can be corrected while the order is new.

WMS saves address changes only when the address area was actually changed. This avoids unnecessary history records when the operator changes only quantity or price.

If the address must be added to the customer, use the add address action from the form. The new address remains on the customer and can be used later.

Customer

The screen can show the customer and addresses, but editing should not be used as the normal way to change the customer of an order.

If the wrong customer was chosen and the order was not worked yet, follow the company procedure. Often it is safer to cancel the wrong order and create a correct one.

When Editing Should Stop

Do not edit the order after it has entered physical work.

Examples:

• the order was sent to picking;
• the operator started picking;
• products were picked;
• the order is in packing;
• the parcel is prepared for shipment;
• the parcel was shipped;
• products are returning as a return.

In these situations, use the correct flow: picking, packing, cancellation, logistic return, or the internal procedure.

If Someone Else Changed The Order

When saving, WMS checks that you are working on the latest version of the order. If another user or an automatic process changed the order meanwhile, saving can be refused.

When this happens:

1. reopen the order;
2. check the latest information;
3. apply again only the correction that is still correct;
4. save again.

Do not force a save over newer data.

Simple Rules

• Edit as early as possible.
• Check the warehouse before changing products.
• Do not edit an order that is already in picking, packing, or shipment.