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Edit Sales Order

Update an existing sales order that is in Draft status. The edit form uses the same full-page document layout as the create form. Once a sales order is confirmed, the form is locked and line quantities and prices cannot be changed.

Edit Sales Order form pre-filled with an existing draft order showing customer, dates, payment terms, price list, and line items

Accessing the Page

Section titled “Accessing the Page”

From the Sales Order Detail page, click Edit, or navigate directly to /commerce/sales/orders/:id/edit. The Edit button only appears when the order is in Draft status.

Form Overview

Section titled “Form Overview”

The edit form uses the same structure as the Create Sales Order form. All fields and line item columns are identical.

The following differences apply in edit mode:

  • The document number is shown as a read-only reference in the header.
  • The status badge shows Draft.
  • The submit button is labeled Save Changes.
  • Existing line items are pre-loaded and tracked by ID; deleting a saved line marks it for removal on submit.
  • Version tracking detects concurrent edits.

The Document Number field is read-only after creation.

Document Header Fields

Section titled “Document Header Fields”

Same fields as Create Sales Order.

Line Items

Section titled “Line Items”

Same columns and behavior as Create Sales Order.

Deleting a previously saved line flags it for removal on submit. New lines are added as insertions.

Validation Rules

Section titled “Validation Rules”

Same rules as Create Sales Order. Additionally:

RuleBehavior
Version conflictIf another user edited the document concurrently, a conflict error is shown; refresh and retry
Draft-only editingIf the order is not in Draft status, the edit route redirects to the detail page

Post-save Behavior

Section titled “Post-save Behavior”

After saving changes:

  • The order is updated in-place.
  • You are redirected to the Sales Order Detail page.
  • A success notification confirms the update.

Common tasks

Section titled “Common tasks”
  1. Open the Sales Order Detail page for a Draft order.
  2. Click Edit in the action bar.
  3. Modify fields or line items.
  4. Click Save Changes.

Permissions & system behavior

Section titled “Permissions & system behavior”
  • Editing requires the canEditSalesOrder permission.
  • Only Draft orders are editable.
Section titled “Related Pages”