Edit an order

Remove paperwork and double-handling by editing your orders directly in HospoConnect. These edits are shared with customers, and used when sending orders to Xero, MYOB, or Infusion to create invoices.

Edit an order

  • Select the order you’d like to edit on the Orders page.
  • Click Edit at the top of the order.
  • Make your edits, such as updating products or changing the delivery date. See below for more details.
  • Click Save.
  • Your customer will be able to see these edits in their app if they view their order. Also, these edits will be sent to your accounting software when creating an invoice.

Update a product’s quantity

Updating a product’s quantity is useful when packing products which are priced by their weight, so you can update a product from ‘3kg’ to ‘3.2kg’. This updated quantity is used on all outputs, including when sending an order to accounting software to generate an invoice.

  • When editing an order, each product will show two columns for the product quantity: ‘Ordered’ and ‘Supplied’. Enter the correct quantity in the text box in the Supplied column.
  • You can also change the product’s unit (eg, from ‘each’ to ‘kg’) if the product has been set to have more than one allowed ordering units. (You can update this when editing a product.)
  • You can choose to add a note to the product for your customer or your packing staff by clicking the Message icon.
  • Click Save.

Add a product

Adding a product is useful when you substitute one product for another, or if a customer has made a special request in the message field or via another form of communication.

  • When editing an order, click Add another product at the bottom of the order.
The 'Add another product' button is found at the bottom of the order when editing.

Find the 'Add another product' button at the bottom of an order when editing.

  • In the window that appears, find the product(s) you want to add. You can search or filter by category to make this easier.
  • Click Add to add a product, and enter the quantity you are supplying.
  • When you are finished adding products, click Done to close the "Add products" window.
  • Optionally, click the Message icon to add a note to explain to your customer why you are adding this product.
  • Click Save.

Remove a product

You might need to remove a product when you’re out of stock of something that a customer has ordered.

  • On the Orders page, open the order you want to edit.
  • Click Edit at the top of the order.
  • Click the 'x' icon on the product row you wish to remove. Alternatively, type a zero '0' into the text field for that product.
  • Optionally, click the Message icon to add a note to explain to your customer why you are not supplying this product (for example, "Sorry, out of stock!").
  • Click Save.

Restore a removed product

  • If you accidentally removed a product, click the Restore icon to restore the original quantity. Alternatively, type in the correct quantity that the customer ordered.

Changing the delivery date

Updating the delivery date can be important to ensure your customers are informed and prepared. It also helps to keep your orders organised when filtering or printing out batches of orders.

  • When editing an order, you can click on the delivery date field to change the order’s delivery date. The calendar will show valid delivery dates based on your delivery rules which can be edited in Settings.
  • Click Save.
Edit an order