Sales Orders - Update Customer Fields

Any changes made to a Customer entry will not update existing Sales Orders. Once necessary changes have been made to the Customer you will need to Update Customer Fields on existing Sales Orders as required.

#From the list view, search for the Sales Order and click the SO number you wish to update

#Click [Actions] dropdown and select [Update Customers Fields]

#To continue click [Yes, Update Customer Details]

#The pop-up will show you what details have changed

#All Customer Details have now been updated with the current info from the Customer Record.

These are the fields updating from the Customer Record:

- All Addresses and Contact

- Customer Reference

- Shipper

- Shipping Terms

- Payment terms

- Payment Due (days)

- Trade Discount (%)

- Order Comments

#[Save]