Editing The Content Of An Order

There are three ways to edit the content of an order:

·      Change the quantity of items in an order line

·      Add a new order line

·      Add a cash adjustment

These are discussed below.

Changing Order Line Quantities

To increase the quantity of an order line, highlight the line and click the 'Increase Qty' button.

The extra quantity is created as a new offline order line within the 'Offline Order Adjustments' area in the 'Line Items' tab.

This offline order line is marked with a green icon with the word 'OFF' in it. The icon is green because the order line is currently 'unconfirmed'. To confirm it:

1.  Double click on the order line.

2.  Click the 'Confirm' button.

3.  Click 'OK'.

You can then edit the quantity of the new offline order line by double-clicking on it (or highlighting it and clicking 'Decrease Qty'). You can change the value in the 'Ordered' field.

Adding A New Order Line

Click the 'Add New Item' button to add a completely new item to the order.

This will start the 'Creating Offline Order' wizard - and you will go straight to the screen where you can add items into the shopping cart.

To add a new item to the order:

1.  Click 'New'.

2.  Select the product from the 'Select Product' list (or click 'Search' to find a specific product reference).

3.  Change the 'Quantity' field to a number other than '0'.

4.  Select any appropriate components/attributes, and enter any required prompt data ('Other Info' or 'Date').

5.  Click 'OK'.

6.  Repeat the process to add further new lines to the order.

7.  When you are ready, click 'Next', 'Next' again, and then click 'Confirm' to complete the addition of the order line(s).

This will then create an offline order line, which will be marked with a green square with the word 'OFF' in it.

Adding An Adjustment

An adjustment is a cash sum added to (or taken from) an order. To add an adjustment, click the 'Add Adjustment' button in the 'Line Items' tab of an order.

The fields within the 'Adjustment Total' window are described below:

Field	Meaning
Cost	Enter the cost of the adjustment, exclusive of any tax. This can be positive or negative.
Tax Treatment	Select the tax treatment to be applied to this adjustment. For more information about that these options mean, see Product Tax Treatment.
Custom	If you have selected 'Custom' in the 'Tax Treatment' field then you can enter a custom tax amount to be added to the adjustment here.
Total Tax	The total amount of tax that will be included with the adjustment.
Description	Enter a description for the adjustment that will appear like an order line in the invoice. For example: "Money off".
Explanation	Enter a more in-depth explanation for the adjustment, which will appear under the description. For example: "A discount was given due to unavailability of items".

Click 'OK' when you have entered the adjustment details. You can edit the adjustment by double-clicking on it. To remove the adjustment, highlight it and click 'Delete Adjustment'.