Change an order after submission

Once an order is submitted, its line items, presets, and customer details are locked. What you can do next depends on the order’s status. Find it at the top of the order, then use the section for that status.

Still a Quote? Change it directly: see Change a line item and Set an order’s presets.

Submitted

The order is waiting for an Order Manager to price it. You have the most options here.

To change the products, presets, or details: an Order Manager returns it to quote. The submitter makes the changes and submits it again. This isn’t possible for orders designed in SketchUp.
To change the shipping method, charges, or manufacturer notes: an Order Manager changes them directly. See Price and confirm an order.
If the customer calls it off: cancel it. The submitter can do this, and so can Order Managers if the order is shared with the team.
If your shop won’t build it: an Order Manager rejects it.

Pending Confirmation

The price is locked while the submitter decides. Nothing on the order can be changed, not even by an Order Manager.

To change anything: the submitter cancels it, or an Order Manager rejects it. Then duplicate it, change the new quote, and submit that instead.

Accepted

The only thing you can change is the estimated ship date. See Release an order to production.

To change anything else: an Order Manager rejects it, then duplicates it to start a corrected quote. An accepted order can’t be canceled.

In Production, Staged, or Shipped

Nothing can be changed, and the order can’t be rejected or canceled. The work has started.

To add or replace products: duplicate it, or create a new order for the same area, and handle the changes as a separate order.

Rejected or Canceled

The order is closed.

To start again: duplicate it. The new quote keeps the products and presets, and it’s priced again from the start.

Order statuses lists every action and who can take it.
Permissions explains who can edit, submit, and accept orders.