How to Edit a Customer Order

  • Updated

After you, or your customer, has created an order, you can make changes to the order by following these steps: 

  1. First, locate the order in your account by searching for the order number or PO number
    1. Once you have the order loaded, you will see the order to your customer first listed first
  2. Click the Edit button to the right of the Customer Order shown below
  3. Next, you will be taken to the edit order page where you can choose to edit any given part of your customer's order by simply clicking the Edit button found to the top left of each section. Editable sections include: 
    1. Edit quantity and pricing of items in the order - Add or remove pieces from the order and change the pricing for customers who qualify for special pricing
    2. Add Custom Option to items in the order - Add an option not available as a part of the product customizations. For example, if you're ordering shirts, you may want to add an imprint option that you provide in house. 
    3. Add New Option to items in the order - Add an option that was available as a part of the product's customizations but wasn't selected originally. (I.e. Maybe the custom decided they want a proof but hadn't selected that within the order process originally) 
    4. Edit Customer - Add or change which customer is assigned to this order
    5. Edit Supplier Comments - Add or edit comments to the supplier of the product (only visible to the supplier in the Purchase Order to Supplier, but available for you to edit within the customer order for ease of access)
    6. Edit Artwork Information - View or add artwork files uploaded for the order
    7. Edit Shipping Information - Change the in-hands date, requested ship date, ship-to address, ship from company, and 3rd party shipping details. You can even add addresses if part of this order is to be shipped to different addresses
    8. Edit Supplier Payment Information - Change the supplier payment details from you to the supplier
    9. Edit Comments - Add or edit comments for the customer's order (only visible to the customer) 
    10. Add Discounts - Apply discounts you've set up within your account. If you'd like to learn more about discounts in your DistributorCentral account click here!
  4. When you've completed the changes on each section, click the Return to Order Confirmation button to the bottom right of the screen to preview your changes
  5. Once you've reviewed the changes on the Order Edit Screen, click the Save Changes button in the bottom right to apply your changes to the order

Customer Order Summary Screen:


Order Edit Screen:


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