Orders - FAQs

Transferring or Moving an Order from One Customer to Another

Transfer an Order to another existing or new Customer

  1. Click into the applicable order and click on the More Actions menu.
  2. Choose Remove Customer from Order.
    Screen Shot 2024-07-26 at 1.00.15 PM
  3. Click the More Actions menu again and choose Add Customer to Order.
    Screen Shot 2024-07-26 at 1.00.26 PM
  4. Search for an existing Customer or Add a New Customer.
  5. Once done, click the Add Customer to Order button.
    Screen Shot 2024-07-26 at 1.00.46 PM
  6. The Order will now be associated with the selected Customer's record.