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Sales Orders - Update Customer Fields

Any changes made to a Customer entry will not update existing Sales Orders. Once necessary changes have been made to the Customer you will need to Update Customer Fields on existing Sales Orders as required

From List View search the Sales Order you wish to update
From the HOME PAGE, Click on ORDERS, Locate the Order, Click on the SO Number.
Click [Actions] dropdown and select [Update Customers Fields]
Click, To change or Update the Customer Information
To continue click [Yes, Update Customer Details]
The pop-up will show you what details have changed
All Customer Details have now been updated with the current info from the Customer Record.
Any changes to the Customer record will be updated on this order.

These are the fields updating from the Customer Record:

- All Addresses and Contact

- Customer Reference

- Shipper

- Shipping Terms

- Payment terms

- Payment Due (days)

- Trade Discount (%)

- Order Comments

[Save]
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Sales Orders

Sales Orders 36
Consignment Sales Orders 6
Bulk Updates and Imports 7
Proformas 7
Delivery Notes 6
Invoices 9
Return Authorisation 6
Credit Notes 6

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