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Transferring or Moving an Order from One Customer to Another
Transfer an Order to another existing or new Customer
- Click into the applicable order and click on the More Actions menu.
- Choose Remove Customer from Order.
- Click the More Actions menu again and choose Add Customer to Order.
- Search for an existing Customer or Add a New Customer.
- Once done, click the Add Customer to Order button.
- The Order will now be associated with the selected Customer's record.