Updating an Order

When helping a customer who has placed an order, you need to determine the status of the order. The available options for a Pending order are different than the options for a Processing order. For more information, see Processing an Order.

Pending orders

After a customer places an order, but before the payment is received, the order is in Pending status. You can edit the order, place it on hold, or cancel it entirely. The button bar of a pending order lists the available actions for an order.

Pending Order Options

If you modify the substance of an order, the original order is canceled and a new order is generated. You can, however, change the billing or shipping address without generating a new order.

Button bar

Button Description
Back Returns to the Orders page without saving changes.
Cancel Cancels the pending order.
Send Email Sends an email about the pending order to the customer.
Hold / Unhold Changes the status of the pending order to On Hold. To release the hold, choose Unhold.
Invoice Creates an invoice from the pending order by converting the order to an invoice, and changes the order status to processing.
Ship Creates a shipment record for the order.
Reorder Creates a new pending order that is a duplicate of the current pending order.
Edit Opens a pending order in edit mode. The Edit button is only available for pending orders, or for orders based on negotiated quotes.

Processing orders

When payment is received and the invoice is generated, the status of the order changes to Processing. You cannot change the substance of a Processing order, but you can edit the billing and shipping address. A Processing order cannot be canceled, but a credit memo can be issued for the full or partial amount of the order, or a return merchandise authorization (RMA) issued for product returns. To learn more, see Processing an Order.

Processing Order Options

Button bar

Button Description
Back Returns to the Orders page without saving changes.
Send Email Sends an email about the order to the customer.
Credit Memo Initiates the process to create a credit memo.
Hold / Unhold Changes the status of the sales order to On Hold. To release the hold on the sales order, choose Unhold.
Reorder Creates a new pending order based on the current order.
Create Returns Initiates the process to return one or more items from the order.

Edit a pending order

  1. On the Admin sidebar, click Sales.

  2. In the Operations section, choose Orders.

  3. In the Action column for the order to be edited, click View.

  4. Click Edit.

  5. At the prompt, click OK to continue editing.

  6. Update the order as needed.

    Edit Order

  7. Apply your changes:

    • To save changes made to the billing or shipping address, click Save.

    • To save changes made to line items, and reprocess the order, click Submit Order.

Place an order on hold

If the customer’s preferred method of payment is not available or if the item is temporarily out of stock, you can place the order on hold.

  1. In the Orders grid, find the Pending order that you want to place on hold.

  2. In the Action column, click View.

  3. Click Hold to place the order on hold.

    Hold Order

To remove the hold on an order, edit the order again and click Unhold.

Cancel a pending order

Canceling an order changes its status from Pending to Canceled.

  1. In the Orders grid, find the pending order to be canceled.

  2. In the Action column, click View.

  3. Click Cancel to cancel the order.

    Cancel Order

The status of the order is now Canceled.