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Change order details

After you change a schedule, you update any existing orders to create new versions for printing. Or you can revise any order details you added when you created the order.

You cannot revise a canceled order or orders successfully sent to Marketron Exchange. Instead you must create a new order.

• An order's status remains the same when you change only the order header.

• If you are updating a pending order for which you changed schedule details, the status changes to Incomplete.

• If you are updating multiple orders, you must select each order separately. You cannot apply the same header changes to multiple orders at one time.

• You can edit up to 100 order headers from this dialog.

To change order schedule details:

1 Update proposal details:

You can only change proposal details if orders have not been printed or sent to Marketron.

• Click the Proposals tab and open a proposal.

• Change estimate or job numbers, status, trade/barter selection, or notes as needed.

• Click the Save button in the toolbar.

2 Update schedule details as needed:

• Click the Schedule tab.

• Make changes to the schedule.

• Click the Save button in the toolbar.

" The changed order's status displays as Pending.

3 Update orders with pending revisions:

• Click the Proposal's Orders tab to open it.

• Click the checkbox to select an order with a Pending status.

• Click the Edit button on the Orders toolbar.

The Create or Edit Order dialog opens.

• If no changes in the header are needed, click the Close button to update the order.

OR change any active fields as needed:

– Revise net % or job, estimate or contract numbers.

– Click the arrow to change any of the values for active drop-down lists.

– Change the text in the Notes box.

– Click the Save button to update the order.

– Repeat this step to update each pending order.

OR click the Close button to return to the Orders list.

4 Edit details for orders with any status other than Canceled:

• Click the checkbox to select an order.

• Click the Edit button on the Orders toolbar.

The Create or Edit Order dialog opens.

• Change any active fields as needed.

See the last bullet in step 3 for details.

See Related topics... below for information about printing or transferring revised orders.