Salesperson Handheld - Editing Invoices
From Wiki-eostar.com
Before an order invoice is uploaded, it can be edited at any time. These steps should be followed to prevent a creation of a new invoice when attempting to edit an invoice.
Note: Do not edit orders through the service hyperlink Pre-sell orders screen because it will create a new order.
How-to Edit an Order
For a tutorial video on this subject, see EoMobile Video Tutorial - Editing Orders (Salespeople).
- To edit an already created order, go to the main screen.
- Tap the Recap button
and tap Recap Orders.
- Select the order off the list and tap the hyperlink Re-open Selected Order.
- In this screen it is possible to make edits to the order.
- When finished making changes tap the hyperlink Save Order.
How-To Void a Order
For a tutorial video on this subject, see EoMobile Video Tutorial - Voiding Orders (Salespeople).