Edit Order Item Details

The Edit Order Item details page contains all the relevant field information regarding an item in an order. From this page, you can edit the item information including:

Each is described in the following table.

To access the Edit Orders Item detail page, follow these steps:

  1. In the Main accordion menu, select Orders Manager.
  2. Browse or search for an order as described in Searching for Sales Orders in the Administration Module.
  3. Select an order by clicking its ID. The Order details page opens.
  4. In the Items section, click the Edit icon () The Edit Order Item details page opens, where you can edit the item's information fields. Editing a field doesn't recalculate any other fields. Manually update any related fields. For example, updating the unit price doesn't recalculate the product tax.

The following table describes the fields, and buttons.

Fields and buttons Description
Code The item code.
Description The descriptive title of the item. For example, platinum blue stripe shirt
Site dropdown A list of fulfillment sites where the item is available in inventory. For example, warehouses or retail stores.
Dates dropdowns A list to select the dates to request, promise, cancel, promise fulfill, and fulfill the item using the calendar widget. For example, the Fulfill Date specifies that the item cannot be allocated before that date. Company policy determines the item dates (as opposed to the dates for a sales order).
Note: Dates can be added or edited if the line item details are enabled in Settings > Preferences > > Orders tab.
Quantity The quantity of the item in a fulfillment site.
Unit Price The original price of the item.
Product Tax The tax associated with the item.
Price Adjustments section Refers to discounts, promotions, or campaigns, or extra charges, such as gift wrapping, that can be applied to an item in an order. Price adjustments are received from Salesforce B2C Commerce but can be added, deleted, or changed. Item price adjustments are not possible when an order item is partially or fully allocated.
Note: Positive values represent charges. Negative values represent discounts.

The price adjustment fields are as follows:

  • Description: Descriptive name of the price adjustment. For example, gift wrapping, 10% off each item sale, exchange order item adjustment.
  • Reason code: A list of price adjustment reasons, for price adjustments that were received from B2C Commerce. This list is not editable; reasons can't be deleted or changed. To add new reason codes, see User-Defined Pick Lists.
  • Promotion ID: ID associated with a promotion.
  • Adj.: The adjustment amount specified in the locale currency, such as $10.00.
  • Tax: The tax amount based on the adjustment amount. This field is only available for net orders; this field isn't available for gross orders.
  • Delete button: Any item price adjustments that were received from B2C Commerce appear. You can delete that price adjustment by clicking Delete.
  • Add or Remove buttons: Click Add to manually add a price adjustment entry for the specified item. If selected, click the Remove button to delete that price adjustment entry.
  • Totals: A read-only field that rolls up the total adjustment amounts and rolls up the total tax amounts for the adjustments.
Order Price Adjustment The sum of all order-level price adjustments for the item. When changing the amount in this field, the difference is evenly distributed to all order-level adjustments that apply to that item.
Note: When there are no order-level price adjustments or when no order-level price adjustments apply to that item, the field isn't visible.
Order Price Adjustment Tax The sum of all order-level price adjustment tax for the item. When changing the amount in this field, the difference is evenly distributed to all order-level adjustments that apply to that item.
Note: When there are no order-level price adjustments or when no order-level price adjustments apply to that item, the field isn't visible.
Shipping The shipping cost to ship the items. When the taxation policy is net, the Shipping field doesn't include the sales tax. When the taxation policy is Gross, the Shipping field includes VAT.
Shipping Tax The tax on the shipping charges or cost.
Handling The handling cost for the items. When the taxation policy is net, the Handling field doesn't include the sales tax. When the taxation policy is gross, the Handling field includes VAT. The handling amount is in the currency of the order. Any additional charges, such as for gift wrap, must be included as part of the handling charge.
Handling Tax The tax on the handling charge or cost.
Shipping Address dropdown A list of available shipping addresses. An order can have one or more shipping addresses.
Shipping Method dropdown A list of the shipping methods available.
Extended Attributes - Attribute dropdown, Add button, Add All button Lists the attributes that have been applied to the order and the values set for each. Attributes can be added by selecting it from the list and clicking Add or clicking Add All. The list is populated with the attributes configured for sales orders in the Attribute Manager. Attributes configured in the Objects Manager appear on the record to match the specifications outlined in the object's configuration. Click the attribute name link to define a value for the attribute. Attributes associated to sales orders, shipping orders, and invoices propagate from the sales order to the shipping orders and invoices.
Save button Saves and updates the system with the item changes.
Cancel button Discards the item changes and returns to the Order details page.