Editing an Order

Learning Experience Team

January 21, 2021 19:06

Admin: Corporate Admin
Page: Sales > Orders > Order Detail
URL: [CLIENTID].corpadmin.directscale.com/Corporate/CRM/OrderDetail?order=[ORDER_NUMBER]&id=[ASSOCIATE_ID]
Permission: EditAssociateOrder()

Before committing and locking its commission period, you can edit an order’s Commission Date, Volume and Bonus amounts, and Invoice Number.

On the order’s Detail page:

Click the Edit Order button.

You navigate to the Edit Order page.
Edit any necessary details.

After the commission period closes, the only editable fields are the Local Invoice Number and Notes.
Click Save Changes.