What's new

Edit orders

Edit your customers’ orders

Remove paperwork and double-handling by editing your orders directly in HospoConnect. These edits are shared with customers, and used when sending orders to Xero, MYOB, or Infusion to create invoices.

Updating product quantities will be useful for suppliers who pack products by weight and need to update quantities to reflect actual packed quantities.

Removing products is useful when a product is out of stock, or can't be supplied for some other reason.

Adding products can be used when customers make a request or other products are substituted in place of removed products.

Changing delivery dates can be used if a customer places a late order, or you're unable to fulfil an order on a particularl day.

In this article:

Edit product quantities

  • On the Orders page, open the order you want to edit.
  • Click Edit at the top of the order.
Edit button found at the top of an order.
  • Each product will now show two columns for the product quantity: "Ordered" and "Supplied". Enter the updated quantity that you will supply to the customer in the input.
  • Optionally, click the Message icon to leave a note for your customer to explain why the amount was updated. This is not required.
  • Click Save at the top or bottom of the order.

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Add a product

  • On the Orders page, open the order you want to edit.
  • Click Edit at the top of the order.
  • Click the Add another product button at the bottom of the order.
Find the 'Add another product' button at the bottom of an order when editing.
  • A window will pop up showing your product list. Find the product(s) you want to add. You can search or filter by category to make this easier.
  • Click the Add button to add a product to the order and enter the quantity you are supplying.
  • When you are finished adding products, click Done to close the "Add products" window.
  • Optionally, click the Message icon to add a note to explain to your customer why you are adding this product.
  • Click Save at the top or bottom of the order.

Remove a product

  • On the Orders page, open the order you want to edit.
  • Click Edit at the top of the order.
  • Click the 'x' icon on the product row you wish to remove. Alternatively, type a zero '0' into the text field for that product.
  • Optionally, click the Message icon to add a note to explain to your customer why you are not supplying this product (for example, "Sorry, out of stock!").
  • Click Save at the top or bottom of the order.

Restore a removed product

  • If you accidentally removed a product, click the Restore icon to restore the original quantity. Alternatively, type in the correct quantity that the customer ordered.

Change delivery date

  • On the Orders page, open the order you want to edit.
  • Click Edit at the top of the order.
  • Click the Delivery date to open up the calendar.
  • Choose a valid date from the calendar. Note, you can only select valid delivery dates based on your delivery days in Settings.
Choose a new valid delivery date from the calendar.
  • Click Save at the top or bottom of the order.

Questions and feedback

If you've got questions or feedback, we'd love to hear from you.
Get in touch at hello@hospoconnect.co.nz

HospoConnect
Less paperwork, more foodwork.

hello@hospoconnect.com

+64 21 040 7510

@hospoconnect