Some order details can be changed straight from the order panel, without revising the order. Click the pencil beside the detail, change it, then click the tick to save or the cross to cancel.
How to change the sales channel
Change the sales channel when an order was recorded against the wrong channel, for example a wholesale order put through as a phone order. The sales channel decides where the order shows in your reports, such as Detailed Summary > By Channel.
Go to Orders and click the order number to open the order panel.
Click the pencil beside Sales Channel.
Choose the new channel, for example Wholesale, Staff, Sample, Gift, Donation, Tasting, Trade Worker or Event, or one of your clubs or venues.
Click the tick.
How to change the dispatch date
Set a Delay Dispatch Date when the customer wants the order sent later. The order isn't counted in the green number beside Orders until that date.
Open the order panel.
Click the pencil beside Delay Dispatch Date.
Choose the date.
Click the tick.
How to change who processed the order
Change Processed by when an order was put through under the wrong staff member. Processed by decides which staff member the sale counts towards in Detailed Summary > By Staff Member (Sales).
Open the order panel.
Click the pencil beside Processed by.
Choose the staff member and save.
How to change the customer's date of birth
Click the pencil beside Customer Date of Birth, enter the date and save.
Changing other details
To change the delivery address, click the pencil beside Delivery. See "How to change the delivery address on an order". To change products, prices or the payment, use Revise Order. See "How to revise an order".