Altru Ideas

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Allow a Sales Order to be Edited.

There are times when we need to edit a Sales Order after the Sale has been made and it is the next day. One main reason is because an incorrect membership promotion was used on the order. If there was a way to edit the Sales Order so you can edit the Promotion that was used, that would be helpful. If there is a difference in price after the new promotion is used, then we can do a partial refund. But most of the time the promo will be the same amount off, so the final sale amount won't change. But we just need to change the promo that was used so we can report on it correctly.
  • Guest
  • Jan 4 2016
  • Reviewed
Sales
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  • Laura Moore commented
    May 06, 2022 17:02

    Sometimes we need to do test registrations for an event or program and we need to delete that registration from the event after testing.

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  • Liya Oertel commented
    March 06, 2020 17:45

    And order is sometimes entered for an incorrect amount, and there is no way to correct it other than refunding and reentering. This creates what looks like a duplicate transaction. Would be much cleaner and easier if the original sale could be edited!

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  • Kim Wood commented
    December 04, 2018 14:11

    We have run into an issue selling tickets for scheduled programs that need to be invoiced. If we create the sales order when the tickets are sold, we can't go in later to add a check number once we receive payment. Being able to edit sales orders would make this process go much more smoothly. I don't see a reason why they shouldn't be editable, even if only by admins.

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  • Tiffany Devoy commented
    August 01, 2017 16:28

    +1 on Randy's comment. Donor's get a pledge reminder from us and think they are doing us a favor by paying online. Instead, it causes us a lot of trouble. 

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  • Guest commented
    April 14, 2017 18:46

    We run into this often. Particularly when we have a pledge entered into the database and then someone pays online. We are unable to connect this payment to the pledge in a way that tidy enough for our accounting department to like. 

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  • Jennifer Dudley commented
    April 10, 2017 15:18

    We are selling two different types of tickets Early bird for members only and Pre Sale for general public.  I have to associate just one default designation to these two different tickets, even though each ticket has its own designation.  Because the event setup seemed to allow me to connect the event to more than one designation I thought this wouldn't be a problem but it is.  

    When a person purchases the pre-sale ticket online - its defaulting to the early bird designation, as expected - but now I find I can't easily change it.  The easy change concept would make this workable.  Now its just weird.

    Why not let the back office edits sales orders?  OR why not let each ticket type associate with a specific designation?

    Jen

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