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Edit order details


Sometimes an Admin must make manual changes to an order placed by a user.  This can be done by using an Orders report and going to the edit order details page.

To manually make changes to an order's details:

  • Under REPORTS, select Orders.

Press the view  button next to the user's name.  At the top of the page, select the button edit order details....

  • Make necessary modifications using the image and table below as necessary.

 

1 Order notes This field can be used by an Admin to write any necessary notes that pertain to the order.  For example a check number or special delivery instructions could be entered here.
2 Paid This box can be used to indicate when a check has been received or will contain a check mark if a PayPal payment has been received.
3 Remove Use this button to remove an item from an order.
4 Program Use the drop down menu to select a different program if an order has been changed to a different program.
5 Product All the products associated with the selected program will be offered as choices.
6 For student Change which student within the family should receive the product.
7 Amount Modify the amount as necessary.  Note that the TOTAL for an order may NOT be modified if payment was received via PayPal.
8 Notes If notes have been added during the ordering process they will be indicated here or an Admin can use this field as necessary.
9 Variety Change the variety of the product from the choices established when the product was created on the website. 
10 + new order item Add an item to an order.  As sometimes happens, a user may forget to order an item during the online process, then write a check reflecting another product being included or send an email desiring an additional product.  Use this button to add another product to an order.
11 Save Press this button to save any changes made to this screen.