Edit Orders

TABLE OF CONTENTS

• Step-1: Log in to the Asaan Retail portal.
• Step-2: Hover your cursor to the flyout menu on the left and click the ‘Sales’ tab. Then, click ‘Orders’ from the dropdown menu.
• Step 3: In the new window like the one below, click the order that you want to edit. For instance, click the first order with order ID ‘63’.
• Step 4: In the pop-up window, click on the ‘Edit’ tab from where you can edit:
• Step 5: Scroll down and click the ‘Punch’ button. Your changes will be saved automatically.

Overview
In Asaan Retail, you can only edit orders with a “Pending” or “Ready to Ship” status (If the order payment is not posted). Whereas, “Shipped” orders or with onwards statuses cannot be edited or changed.

To edit the existing orders in Asaan Retail:

Step-1: Log in to the Asaan Retail portal.

Step-2: Hover your cursor to the flyout menu on the left and click the ‘Sales’ tab. Then, click ‘Orders’ from the dropdown menu.

Step 3: In the new window like the one below, click the order that you want to edit. For instance, click the first order with order ID ‘63’.

Step 4: In the pop-up window, click on the ‘Edit’ tab from where you can edit:

• External reference number
• Tracking ID
• Customer
• Discount
• Change, delete, or add new products
• Change product quantities
• Customer notes
• Internal notes

For instance, change the customer, change stock units, and add a new product ‘Alpinebear Travel Bag’. The net total of the sales order will be changed accordingly as you add or remove products from the order.

Step 5: Scroll down and click the ‘Punch’ button. Your changes will be saved automatically.

You can also ‘add’ or ‘edit’ your Paid amount in the ‘Edit’ window. For instance, consider the following order:

Once you punch the order, your order will be marked ‘Partially Paid’ (As the paid amount is less than the net total in the above case).

The orange-colored Tick mark shows that the order is partially paid.

You can enter the full order payment or the partial payment. In th later case:

1. If the paid amount < Net Total (Total order amount), then it can be increased up to ‘Net Total’ at any point.

2. If the order is partially paid and the amount is posted in COA; after increasing the paid amount up to the net total at any point you can add an additional amount and post it in COA.

For instance, if we increase the paid amount (before or after posting the payment in COA) for the order, like:

It will be marked as Fully Paid.

The green-colored Tick mark shows that the order is Fully Paid.

To know more about partial payment and full payment, Read How to Create, Manage, and Return/Refund Purchase Orders