How do you move an order or change the customer?

What can you adjust in an order?

In Easyflor you can adjust existing orders by moving them to a different date or assigning them to a different customer. This is useful when an order is accidentally on the wrong date or linked to the wrong debtor.

Why would you adjust an order?

• A customer wants to shift the delivery date
• The order is accidentally on the wrong date
• The order is linked to the wrong customer
• You have sold the order to a different customer
• You want to move multiple orders to the same date

How do you adjust an order?

Step 1: Go to orders per date

• Click on "Orders"
• Select "Per date"

Step 2: Find the correct date

• Find the date on which the order(s) you want to adjust are located
• Click on the date to view the orders for that day

Step 3: Select the customer

• Click on the customer whose order you want to adjust
• The order now opens

Step 4: Select all items

1. Open the search menu (click on the arrow under "Search")
2. Important with many items: First scroll all the way down so all items are loaded, otherwise only the visible items will be selected
3. Double-click on "Select all"
4. Click again on "Select" to confirm

Step 5: Adjust the details

Now you can make one or both of these changes:

• Change date: Select a new date for the order
• Change customer: Select a different debtor

Click "Apply" to apply the changes.

What happens after applying?

• With a date change: The complete order moves to the new date
• With a customer change: The order is transferred to the other debtor
• With both changes: The order moves to the new date and new customer

Done!

You have successfully moved an order and/or assigned it to a different customer. The order is now on the correct date and with the correct debtor.

Extra tips:

• Always check if all items are selected before applying changes
• You can also use this method to adjust multiple orders at once
• Changes are immediately visible in the orders overview