How to Edit or Delete a Order in WizOrder?

Editing and deleting an order in WizOrder depends on its current status. This article covers what you can change on a draft or confirmed order, and the steps to cancel or delete an order when needed.

» Important things to check before you begin

Confirm the order's status first. Draft orders can be edited or cancelled freely; confirmed orders need admin-granted permission for both.
You can't delete a confirmed order directly; deleting a confirmed order requires cancelling it first.
Editing or deleting confirmed orders can create ERP sync discrepancies. As best practice, make changes while the order is still in draft or quote stage.
If a button is missing, an option is greyed out, or an entire section is hidden, it usually means your role does not have the required permission for that action.
To enable permission, contact your Admin or reach out to our Support Team at help@wizcommerce.com.

» Editing a Draft Order

To edit draft orders, refer to Edit Draft Orders.

» Editing a Confirmed Order

Go to Sales → Orders.
Open the confirmed order from the Orders page.
Click the three-dot menu and select Edit Order.
You can edit both Cart Details and Customer Details.
To Edit Cart Details →
- Click Edit if you want to Add New Products or Update Existing Products.
- Click Add Products to add new products.
- Then click Update Order once all changes are done.
To Edit Customer Details →
- You can Edit Customer Details such as Name, Contact Number, Billing Address, Shipping Address, Payment Methods, Payment Terms, and Other Details.
Click Update Order once all changes are done.

Note: Editing a confirmed order is not recommended. Changes can affect data accuracy with your ERP (QuickBooks, NetSuite, Sage, Business Central, Epicor, etc.).

» Deleting an Order

To Delete/Cancel Draft Orders →
- Open the Draft Order.
- Click the three-dot menu and select Cancel Order.
- Click Cancel Order.
To Delete/Cancel Confirmed Orders → You must cancel the order before you can delete it.
- Open the Confirmed Order.
- Click the three-dot menu and select Cancel Order. An order can only be deleted after it is cancelled.
- Click Cancel Order.
- Once the order is cancelled, open the three-dot menu again and click Delete Order.

Note: Cancelling and deleting a confirmed order is only available if your admin has granted you permission. Don't see the Delete option? Go to User Management, find the user, and enable the Delete Cancelled Order role under Sales. Still missing? Contact our support team.

Still need help? Reach out to our support team at help@wizcommerce.com.