You may need to edit a sales order after it has already been approved and the items have been issued—whether due to an error in the order or a change in item quantities.
In “Edara”, this can be done easily by following these steps.
Editing a Sales Order Linked to an Issue Offering
To edit a sales order linked to an issue offering document in the approvals system:
1- Deleting the Issue Offering
Go to the Warehouse module.
Open the “Issue Offerings” page.
Click the 🔍 icon and enter the order code.
Select the relevant document.
Click on “Delete”.
Confirm by clicking “Yes”.
Note: You can shortcut this step by clicking the IO document directly from the Related Documents section within the sales order—provided you have the necessary permission.
2- Deleting Related Documents
Make sure to delete any documents linked to the sales order (e.g., Cash In, Notes Receivable, etc.).
3- Canceling the Approvals on the Sales Order
Go to the Sales module.
Open the “Sales Approvals” page.
Click the ✔️ icon to toggle it to 🚫 and cancel the approval.
Click the 📋 icon next to the sales order code to open the order.
Click on “Edit”.
Make the required changes.
Note: If you need to modify the order date, make sure you have the proper permission to do so.
Click on “Update”.
After completing your changes, re-approve the sales order and recreate any related documents as needed.
If you encounter any challenges or have any questions during these processes, you can contact our technical support team, who are ready to assist you.