How do I add or remove wine to an order that is already processed?
Admin:
- Go to the Customer Service module.
- Search for the order, you can search by order number, date range, customer name or state
- Select the order and click on the Edit Order which is in the Select Drop down menu on the Right.
- Add Wine when Admin Cart opens up and if you want to remove wine you would Checkout and scroll down to the products section to remove it.
- Complete if you finalize your changes.
Note: If the order was not placed with a card on file, you can apply refunds to the card that was used, but if you need to charge the customer an additional fee, you will have to contact them for their credit card information.
Point Of Sale:
- Go to reports
- Touch the "Order search" button. You can search by first name, last name, order number or date
- Select the order and if you select the wrong one you would select "Close this order without Making Changes."
- If this is the correct order, you would Edit the order. You can add items to the order, remove items, change item prices, add shipping, remove shipping, edit the shipping price, add sales tax, remove sales tax, add a new shipping address or change shipping method
- While the order is open in the POS, it will appear in the manage page in red and in the admin section, it will be marked as "OpenForEditOnPOS" which will prevent the order from being edited on by multiple people.