How to update financial info on shipped orders and unship shipments

Update Financial Info on Shipped Orders and Unship Shipments

Purpose

Update prices, discounts, and fees on an order that has already shipped, without needing to revert the order first.

Prerequisites

Enable Update financial info for shipped orders on the User Role. See How to enable "Update financial info for shipped orders".

Update financial info on a shipped order

1. On the Outbound module, Click Shipped Orders.
2. Click the Order ID.
3. Click Edit Order.
4. Scroll down and set the Unit Price. The Total field updates automatically to match the new Unit Price.
5. Click Discounts to edit discounts. Optional
6. Click Shipping to edit additional charges. Optional.
7. Scroll up and click Done Editing.
8. Scroll up and click Invoice PDF to generate the updated invoice.

Alternative: revert a shipped order with Unship

If you need to make broader corrections to a shipped order — such as changes to line items, allocations, or prices — use Unship to revert the order to Allocated status instead of editing financial info directly on the shipped order.

1. Navigate to Shipped orders in the Outbound Module
2. Click on the Shipment ID on the order.
3. Click Unship Shipment.
4. Confirm that you would like to Unship the shipment.

You will see on the shipments screen that the order has returned to Allocated status to make changes/edits.

Related articles

• How to enable "Update financial info for shipped orders"