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How to Adjust an Active Order
Euri Romanov avatar
Written by Euri Romanov
Updated over 5 months ago

Adjusting an active order is essential for making corrections or updates. Follow these steps to access and modify an active order:

  1. Access the Application Home Screen

    1. Begin by navigating to the home screen of the application.

  2. Click on “Active Orders”

    1. Locate and click on the “Active Orders” option to access the order management section.

  3. Search for the Order

    1. Click on the magnifying glass icon to initiate a search.

    2. Enter the order number or customer name to find the specific active order you need to adjust.

  4. Click on the Active Order

    1. Once you have found the order, click on it to access more options.

  5. Open the 3-Dot Menu

    1. Click on the 3-dot menu to view additional actions for the order.

  6. Select “Adjust Order”

    1. From the menu, select “Adjust Order.” This will bring you to the order builder.

  7. Make Changes to the Order

    1. In the order builder, you can make any necessary changes to the order. Update items, quantities, services, or any other relevant details.

By following these steps, you can easily adjust an active order to ensure accuracy and meet customer needs. If you encounter any issues, reach out to our support team for assistance.

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