Edit a sales order

Goal

Correct a sales order while it is still editable.

Who it is for

Sales clerk (sales.manage).

Preconditions

• Order is draft and not yet converted. Converted orders are immutable.
• No need to have delivered yet — but cancelling later is blocked once any line has fulfilled/invoiced qty.

Steps

1. Open the order from Sales orders.
2. If status is draft, choose Edit, fix header/lines (customer, qty, price, warehouse for stock), and save.
3. If status is converted, continue on the draft invoice instead — do not expect silent edits on the order.
4. To abandon early: Cancel only when status allows and no line has fulfilled/invoiced quantity.

Result

Draft changes are saved, or you follow convert/cancel correctly.

Hard stops

documentImmutable after convert; orderAlreadyConverted; policy-required fields; cancel blocked when fulfilled/invoiced qty exists.

Related

• Lifecycle
• Order troubleshooting