Managing orders

It is important to set up and follow a "best practices" policy within your organization for managing your orders. Below are a few tips to keep in mind.

  1. Orders must be fully shipped and fully invoiced before they can close. In other words, the quantities for each item must match from order to invoice to shipping log, if applicable.

  2. If you change or adjust an order be sure to adjust the order's shipment records and related invoices.
  3. Although not required, it's a good practice to keep detailed notes regarding adjustments and changes at the record level and, if necessary, at the line item level. Doing so saves time should you or someone else need to audit the order.

Related topics on order management:

Cancel an Order

Edit an Order

Void an Order

Shipping Orders


See Also

Adding notes to records

Adding notes to line items

Customer Credits

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