Edit Order
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 and quotations directly in 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 Business One can be edited in the web store. Only those quotations which are not processed yet in SAP Business One and are not converted into sales orders can be edited in the web store.
Business customers and sales agents can edit an order or a quotation in the web store, only if its status is Open in SAP Business One.
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. A confirmation e-mail with the latest quotation details is sent to a customer after a customer edits a quotation in a Sana web store.
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.
When a customer or a sales agent edits and places an order or a quotation in the Sana web store, the new order / quotation will be created in SAP Business One with the new order / quotation ID. The status of the original order / quotation will change to Canceled in SAP Business One. Customers cannot see such orders / quotations in the order / quotation history in the Sana web store, but only the new orders / quotations.
