Edit a quote or order

Before you start

Edit and save in the app

1. 1

   Step 1: Change the sale details

   Open the record and change the required lines, options, customer, fees, shipping, order fields, notes or tags.

   For a stage change, use Change an order's status. The save bar (Unsaved changes, Discard, Save) appears at the top of Shopify admin when the page has changes; on a draft, Save as draft in the page header saves too.

2. 2

   Step 2: Review and save

   Check the changed details and click Save. Choose Discard if you want to abandon the unsaved changes.

   The page shows Syncing with Shopify while the saved update reaches Shopify. Wait for that work before taking a dependent action.

   

3. 3

   Step 3: Resolve a newer saved version

   If This quote changed since your last save appears (This order… on an order), click Reload and keep my changes. Save and auto-save remain off until you reload, and the indicator under the title reads Auto-save stopped.

   Read which changes were put back. If a field was also changed in the newer version, the page says Your unsaved changes were not kept and lists it under Not put back. Reconcile it with the latest version, then save or discard.

   The app identifies other editors and checks for changes about every 20 seconds. If you have nothing unsaved, it can show the latest version directly.

Edit and save on POS

1. 1

   Step 1: Update the item or details

   Open the sale from Orders & Quotes. Tap an item to change its allowed options, quantity or discount, then tap Update item.

   Use Add product / fee, customer details, Ships to, Special notes or Quote information as needed. The order shows your unsaved changes.

2. 2

   Step 2: Save the changes

   Tap Save Changes. This action appears after you change the sale.

   Quote updated or Order updated confirms the save. POS preserves the order's location and the information its screen did not display.

   

3. 3

   Step 3: Discard an unfinished edit

   To leave without saving, tap Back. Read Discard unsaved changes?, then tap Discard if you want to abandon them.

   The order closes without those edits. Return to the record if you need to make a smaller change instead.

   

Change an eligible location

1. 1

   Step 1: Check whether the record can move

   Use a record that remains editable and has an active Shopify draft. Wait for sync to finish.

   A placed Shopify order, a purchase-order link or a locking status prevents moving. The location control explains the restriction.

2. 2

   Step 2: Choose the intended location

   Use the top-bar location picker to choose the new location. If none is selected, use No location selected and Select location.

   Only your registered locations appear when your role limits locations. Check the record's location before saving the change.

   

3. 3

   Step 3: Resolve an unbilled location

   If offered, use Move to a billed location and choose an eligible destination. This move saves only the location.

   Otherwise, use Manage plan to add the location, or ask the billing administrator. Once the location issue is resolved, the page can allow editing again.

What happens next

A save adds a version to Activity. Customer-facing changes can turn Signed into Re-Sign, while preserving the earlier signed copy as superseded.

Changes to lines, prices, quantities, options, warranty, fees, shipping, discounts and order fields can require signing again. An open signing page reloads after edits.

Email the updated quote, then request its signature. Check the saved version before sending the request.

Important notes and tips

If something goes wrong