Amend existing repeat template
Open: Sales Order Processing > Sales Orders > Repeat Order Templates.
- Select the template that you want to amend.
- Click Edit.
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Accept or amend the description, customer name, frequency and life cycle details of the template.
Note: If no sales orders have been created using this template, you can amend the start date. Otherwise you cannot amend the start date.
- From the orders generated list, view the details of a sales order in the list of generated orders, if you need to check previous orders for trends.
- Amend the sales order details on the other tabs, if required.