Updating an order or changing its status is useful if you've made an error, need to adjust details, or want to move an order to a different stage in the workflow.
Editing an Order or Changing the Status
Locate the Order: Find the order in Cleaning, Ready, Pickups, or via Search.
Click the Pencil Icon: The order details will open for editing.
Make Your Changes: Update products in the basket or adjust quantities.
Change Status (Optional): Click the arrow icon to update the order’s status (e.g., Detailing, Cleaning, Ready, Complete, Picking Up). Available stages depend on your store’s workflow.
Note: Changing the status may trigger customer notifications. If the order is attached to an invoice, it must be removed from the invoice before editing.
Save or Cancel:
Click Submit (green button) at the bottom right to save changes.
ⓘ To cancel the edit: Click the Cancel button at the top of the screen.
🗒️ Notes:
Customer Name Changes: You cannot modify the customer name on an existing order. To assign it to a different customer, you must delete the order and create a new one.
Tracking Edits: Monitor order edits by navigating to Settings → Users → User Edits. This section logs all changes, including timestamps, modifications, and the staff member responsible.
🛟 Need more help?
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