Editing an Order

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:

  1. Click the Edit Order button.

    Edit Order button

    You navigate to the Edit Order page.

    Edit Order page
  2. Edit any necessary details.

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

Was this article helpful?
0 out of 0 found this helpful
Previous Next

Comments

0 comments

Please sign in to leave a comment.