sales-order

How do I edit the details of an item from within a sales order?

To edit the details of an item from within a sales order:

Go to the Sales Orders module under Sales on the left sidebar.
Open an existing sales order or create a new sales order.
Click the More icon next to an item and select Edit Item.
Make the necessary changes to the item details in the pop up that appears.
Click Save & Update Line Item or Save.

Insight: Clicking the Save & Update Line Item button will update changes in the Items module and the current line item. Whereas, clicking the Save button will only update the changes in the Items module and not the current line item.

Learn more about sales orders in Zoho Books.

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