💡 Depending on the status (Sales, Logistics, Invoicing) of the order, you may or may not be able to make certain changes. Click below to go to the help page corresponding to the current status of your order.
You can use this guide for the following scenarios:
Add/remove products in the order.
Select another company in the order and invoice.
Select another address in the order.
Order did not go through and needs to be cancelled. I want to reuse the invoice for another order.
Sales – Ordering
💡 When an order has the status In Order, it is still in draft. By opening the order, you can still edit all details.
Logistics – Handling
Add/remove/adjust products
💡 In an order that is 'Handling' under Logistics, you can still add or remove products without having to cancel the order back to Sales 'Ordering'.
In Logistics – Orders, under the 'Handling' tab, click the order line via the menu icon and choose Add/Remove Products.
In the next screen you can:
Add products on a new line.
Remove products via the trash icon.
💡 You cannot edit the quantities of already added products. Instead, add the product again with the correct quantity and remove the incorrect line.
Select another company/address
💡 The company and address in the order can no longer be changed in Logistics. To do so, you need to return the order to Sales 'Ordering'.
Cancel the order by clicking the green circular arrow on the order line.
Go to Sales - Orders and open the order under the 'Ordering' tab. You can now edit the company and/or address.
Logistics – All
💡 The order has already been confirmed in Logistics but no invoice has been created yet.
Cancel the order in Logistics - Orders under the 'All' tab by clicking the green circular arrow on the order line.
The order will now appear in Logistics 'Handling'. Follow the steps described in Logistics - Handling.
Invoicing
Draft invoice
💡 A draft invoice has been created from the confirmed order (the invoice has no invoice number yet).
Go to Invoicing - Sales invoices and click the 'Bookable' tab.
Open the draft invoice and click the menu icon in the top right corner to delete it.
Now follow the steps under Logistics - All.
Posted invoice
💡 Once an order has been invoiced, it cannot be modified directly. You need to go through several steps in Douano. As a first step, you must remove the order from the invoice.
⚠️ You can no longer modify an order if excise duties or the eAD (EMCS plugin) for the order have already been declared in Douano. The following steps will then no longer apply.
Removing an order from an invoice
💡 Before removing the order from the invoice and making changes, we recommend downloading the original invoice. You can do this via the menu icon on the invoice line. Keep this PDF to compare with the updated invoice later.
In Invoicing - Sales invoices, find the invoice that contains the order you want to modify. Use the filter to search by the sales order transaction number.
To detach the order from the invoice, follow these steps:
Open the invoice by clicking the invoice line.
In the top-right menu, click Remove Shipments/Receptions.
In the new screen, select the order number(s) to remove and click Delete.
💡 If the invoice contains multiple sales orders, only select the line(s) of the order(s) you want to change.
💡 If the sales order also includes a receipt, make sure to select and remove the receipt as well.
💡 You will now see an empty invoice in the customer’s name. Note the invoice number so you can quickly find and re-link the updated order later.
Cancelling the order.
Now follow the steps under Logistics - All.