Amending a Sales Order

Hi,
We have all been in the situation where we need to amend an existing Sales Order. As an example, we need to add an extra product, after the Sales order has been confirmed.

So, my question is, what, in Axelor is the best method for amending a confirmed Sales Order, so that it’s changes will reflect in projects, etc.?

Hello,

To modify a sale order in Axelor, you have a couple of options available to you. Firstly, you can utilize the « Edit Order » button in the sale order interface. However, please note that in some versions of Axelor, this option may not enable the addition of products to the order.

Alternatively, you can cancel the existing order and revert its status from « cancel » back to « draft order. » This approach is supported in certain versions of Axelor. Depending on the specific version of Axelor that you are using, you can choose the optimal option that suits your requirements.

Please consider the version of Axelor you are using to determine the most suitable approach for modifying sale orders.

If you have any further questions or need additional assistance, please feel free to ask.

Best regards,