How To Unlock An Order

Task/Problem Overview

Sometimes after converting a quote to an order, you may need to go back and make changes. If the order has been converted already you will receive this message.

To make changes to this order simply go to the History tab and select the ‘Unlock Order’ button. This will allow you to make certain changes to the header, the bill to, ship to, etc.

NOTE: You will not be able to Delete Rows as you do in Quotes. However, you will be able to

Right Click to the submenu on an item, and Adjust Item or Cancel Item. You are also able to add new line items.

Be sure to hit the Save button when you are done.

NOTE: There are ramifications of changing quantities, pricing, and adding lines, obviously to already picked, shipped, and invoiced orders, that will be covered in other knowledge-based articles.