How to edit an order after it is posted

A posted order is not frozen. You can add what was forgotten, fix a quantity, attach a technician or set a due date. What you cannot do is make the order pretend something never happened — money already taken and goods already gone have their own documents.

1. 1

   Open the order and choose edit

   From Orders, open the sale and open it for editing. You are changing a real document, so everything you do here shows on its timeline.

2. 2

   Add what was missed

   Add items, add a repair or another issue to a device, and adjust quantities. This is the common case: the customer came back for the screen protector that was supposed to be in the same sale.

3. 3

   Fix the money on the order

   Apply or edit a discount — on a product or the whole order, with a reason — apply a tax or a custom tax profile, and apply the card processing fee if it belongs on this sale. Set the due amount and the due date if the order is going on account.

4. 4

   Attach the people and the devices

   Assign a technician to a repair, add or edit an IMEI on a serialized line, and fill in the customer and contact information if the sale went out as a guest.

5. 5

   Know what you should not use editing for

   Three things are documents of their own, not edits:

   • Money going back with nothing returning — that is a refund.
   • Money going back with goods returning — that is a return, which records a reason, a condition and where the unit goes.
   • A sale that should not have existed — that is a cancellation, which asks what goes back to stock.
6. 6

   Respect the fiscal lock

   If the order carries a fiscal receipt, its total cannot be changed. Lunix issues a credit note instead of editing the document, because the receipt has already been reported. Adjusting a fiscal receipt is its own flow.