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Changing a Delivery Method in an Existing Order

1. Log in to Sales. (Image 1)

Log_In_Sales.jpg

Image 1

2. Select Maintenance on the top toolbar. (Image 2)

Maintenance.jpg

 

3. Search for the customer by entering an Order # or Last Name. (Image 3)

Image 3

4. Double-click on the order you want to change. (Image 4)

Image 4 

5. Click on the green check mark at the bottom of the screen to select all items within the order. (Image 5) 

Image 5

6. Once all items are selected, click on the Envelope icon at the bottom of the screen. (Image 6)

Image 6

**Note: If your tickets have already been printed, there will be a pop-up warning that states some of the selected items have already been fulfilled. Go ahead and click “All” so the delivery method can be changed. (Image 7)

Image 7

7. The Change Delivery Methods window will appear. Click on the Show All button, and then select the desired delivery method from the drop-down menu. Once you have made your selection, click OK. (Image 8) 

Image 8

8. Your new delivery method should now be displayed on the screen within the order. Once verified, select Proceed.  (Image 9)

Image 9

9. If this is an even exchange and no money is due, click Finalize to complete the changes made. If there is a balance due or a refund owed to the customer, process the payment/refund to finalize the order. (Image 10)

Image 10 

***Note: When your changes have been finalized, you may get a confirmation pop-up screen. This will allow you to send a confirmation and/or print at home ticket(s) to the customer.

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