Overview

In the Customer Portal, your customers can edit any sales orders that have the "Open" status.

This section will illustrate how your customers will be able to edit a sales order within the Customer Portal.

How to Access the Page

There are two different ways that a customer will be able to edit a selected sales order.

Sales Order List Page

One of the easiest ways a customer can edit a work order is through the Sales Orders page. For more information on how to access this page, please see the Sales Orders page:

By selecting the "Edit" option from the drop-down, the customer will be able to edit the selected sales order.

View Sales Order

Another way that a customer can updated a selected sales order is through the View Sales Order page. For more information on how to access this page, please see the View Sales Order page:

To edit the sales order from the View Sales Orders page, the customer should click on the Add or Edit Products button.

Getting in Touch With Us

If you have any questions or need further assistance, please let us know. We'd be happy to help!