Modify Orders

After you have created an order, you can make changes to e.g. purchase items and properites.

To do this, go to the order overview and click the "Details" button of the order you want to edit.

Modify properties

To change, add or delete properties (additional data fields) of an order, click the "Edit" button on the right side of the order number.

A new overlay opens where you can enter your modifications. Click the "Save" button to save the property changes, or the "Discard" button to close the window without saving the changes.

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Note: Each invoice or credit note created from an order is given the properties it had at the time of invoicing. If you change properties after the documents are created, the changes are not applied to them.

Add new purchase items

You can add new purchase items to existing orders. They behave according to the selected "Billing timing" of the order "immediately" or "on demand".
If it is an immediate order, the new purchase item will be billed immediately after they are added. If you add new purchase items to an on demand order, you need to trigger the invoicing process yourself by clicking the "Prepare Invoice" button.

To see what type of order it is, take a look at the top right corner of the detail page. There, you can see the "Billing timing": immediately or on demand.
Furthermore, you can see the status: active, cancelled etc.

To add a purchase item to the order, open the order detail page and click the "Add" button in the items section. The "Add purchase item" overlay will open, where you can enter all the necessary data. Click "Save" to complete the purchase. Depending on whether it is an immediate or on demand order, a billing document is generated for the new purchase item or the document creation needs to be triggered when the order is ready to go.

Click the "Discard" button to close the "Add purchase item" window without making any changes.

Edit existing purchase items

You can edit existing purchase items and edit all details - from name, product type, quantity to net price, tax, or properties,

If the purchase item has already been invoiced, the item will be credited 100% and re-invoiced according to the changes.

If it has not been invoiced yet, the purchase item will have only the new data and will be invoiced according to the defined invoicing time.

To edit a purchase item click the "Actions" button at the end of the respective item entry and select "Edit purchase item". The "Edit purchase item" overlay will open, where you can edit all item details. Click "Save" to complete the purchase. Depending on whether it is an immediate or on demand order, a billing document is generated for the new purchase item or the document creation needs to be triggered when the order is ready to go.

Click the "Discard" button to close the "Edit purchase item" window without making any changes.

Cancel purchase items

You can cancel existing purchase items. If the purchase item has already been invoiced, the item will be credited. If it has not been invoiced yet, the purchase item is given the status "Cancelled" and will never be billed.

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Note: Once cancelled, the action cannot be reversed.

To cancel a purchase item, click the "Actions" button at the end of the respective item entry and select "Cancel purchase item". An overlay opens where you can enter a reason and click "Confirm" to cancel or "Discard" to close the window without cancelling the item.