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How to update financial info for shipped orders

You might need to update your prices, discounts, and fees on orders that have been shipped already. To do that, first set the User Role to enable the " Update financial info for shipped orders". Lear…

NIr Malchy
Updated by NIr Malchy

You might need to update your prices, discounts, and fees on orders that have been shipped already.

To do that, first set the User Role to enable the "Update financial info for shipped orders".

Learn here How to enable "Update financial info for shipped orders".

Once the User Role is set, you are ready to go!

Here's an interactive tutorial

https://www.iorad.com/player/1685168/How-to-update-financial-info-for-shipped-orders

9 STEPS

1 One the Outbound Module, set the STATUS Filter to display the Shipped orders

Step 1 image

2 Click On the Order ID

Step 2 image

3 Click Edit Order

Step 3 image

4 Scroll down and set the UNIT PRICE
The TOTAL field will update according to the new  UNIT PRICE

Step 4 image

5 Click Discounts to edit the Discounts

Step 5 image

6 Click Shipping to edit the additional charges

Step 6 image

7 Scroll up and click Done Editing

Step 7 image

8 Scroll up and click Invoice PDF

Step 8 image

9 That's it. You're done.

Step 9 image

How did we do?

California Excise Tax Rate 2023 Update

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