Edit Order

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Sometimes customers realize that they have made a mistake in their order and want to fix it. This could involve replacing a product, adding or removing products, or simply adjusting the quantity of a product. In e-commerce, the ability to modify and edit orders is an essential feature that empowers both customers and businesses. Order editing provides customers with flexibility and control over their purchases. For businesses, efficient order editing processes contribute to increased customer satisfaction.

Business customers and sales agents can edit sales orders or quotations directly from the Sana web store. Only those orders which were paid on account or using the Internal (on account) payment method and are not processed yet in SAP can be edited in the web store. Only those quotations which are not processed yet in SAP and are not converted into sales orders can be edited in the web store.

When a customer edits the existing order or quotation in a Sana web store and then places it, the order or quotation confirmation e-mail will be sent to a customer with the latest order or quotation details.

The Edit Order Confirmation e-mail template is used to send the order confirmation e-mail to a customer. The Edit Quote Confirmation e-mail template is used to send the quotation confirmation e-mail to a customer. For more information, see E-mail Templates.

You also need to allow editing of sales orders and quotes in Sana Admin. To do this, in Sana Admin click: Setup > Sales documents. 

On the Orders tab, enable the option Edit order to allow B2B customers and sales agents edit sales orders.

On the Quotes tab, enable the option Edit quote to allow B2B customers and sales agents edit sales quotes.

For more information, see Edit Orders.

Business customers and sales agents can edit the order or quotation from the order details or quote details page in the web store. While editing the order or quotation it is possible to change the quantity of a product in the shopping cart, delete products or add new products. When you edit the order or quotation the ordering process is the same as if you place a regular order or quotation:

• By default the selected shipping address on the Shipping information step remains the same as in the original order or quotation, but you can choose a different address.

• The information from the Reference no. and Comments fields on the Order overview page is also pre-filled with the data taken from the original order or quotation, but it can be changed.

• The modified order or quotation will overwrite the original one, but its number will remain the same.

It is possible to edit the sales order or quotation only if its status is Open in SAP.