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Editing orders

The order keeps a history

Yessort appends an entry to the order's history every time something meaningful happens — an edit, a confirmation, a payment, an allocation, a dispatch — rather than overwriting what was there before. This is an order revision: a full, append-only log of the order's life, not just a record of edits. Editing an order appends an entry too, so the history of what was originally agreed stays intact even after the order changes.

Cancelled and removed lines

A line on an order can be active, cancelled, or removed. Cancelled means the line stays on the order with its quantity called off. Removed means it was edited away in a revision, and is kept purely for the audit trail — it counts towards nothing.

What an edit does to status

Because fulfilment status and payment status are derived from quantities rather than stored, editing an order's quantities changes the status the next time it's shown, with nothing to reconcile by hand. See the order statuses reference for what each status means.

Editing a channel order

When Yessort pushes an edit back out to the channel, the channel's own confirmation of that same change does not come back in and get treated as a fresh edit.

Exchanges are new orders

A replacement is created as an exchange order — a child order of the original — rather than as extra lines added to it, so the original order's history stays an honest record of what was actually sold.

note

Creating an exchange order in Yessort is coming soon. For now, refund or credit the return and raise a fresh order.

What you can still change

For an order edited directly in Yessort, a line's quantity can still be reduced after picking has started — the reduction floors at what has actually been dispatched, not at what's been picked, so stock that was picked but not yet dispatched is put back automatically. For an order from a sales channel, an edit that touches a line the channel has already picked is rejected outright, because the channel itself won't accept that kind of edit.