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How to Edit a Sales Order in GPOS

PostedAugust 19, 2025
UpdatedAugust 19, 2025
Byadmin

This tutorial will guide you through the process of editing an existing Sales Order (SO) in GPOS. You can update customer details, product quantities, prices, discounts, and payment details — while keeping the original Order ID intact.

🛠️ Why You Might Need to Edit a Sales Order

  • A customer requested changes after placing the order

  • The wrong product or quantity was entered by mistake

  • Discounts or taxes were not applied correctly

  • Customer details or shipping address needs to be updated

📋 Steps to Edit a Sales Order in GPOS

✅ Step 1: Open the Sales Order List

  1. Log in to your GPOS dashboard.

  2. From the side menu, go to the “Order” module.

  3. Click on “Sales Orders” to view the list of orders.

✅ Step 2: Search and Select the Sales Order

  1. Use filters such as Order ID (SO-XXXX-XXXX), Customer Name, or Date.

  2. Locate the order you want to edit.

  3. Click on the order to open it in edit mode.

✅ Step 3: Update Sales Order Details

  • Customer → Change or update the customer information.

  • Reference → Add or modify reference number if needed.

  • Date → Update the sales order date if applicable.

  • Sales Account / Ledger Account → Select the correct ledger account.

  • Price Group → Change the selling price group if required.

✅ Step 4: Edit Products in the Sales Order

  1. Use Search Product to find and add new items.

  2. Update Quantity, Unit, Unit Price, Discount, and Tax for existing items.

  3. Remove items if they are not required.

  4. If applicable, enter IMEI / Serial Number / Other Info.

  5. The system will automatically recalculate Subtotal and Total Amount.

✅ Step 5: Update Shipment Details

  • Ship Address → Modify the customer’s shipping address.

  • Shipment Status → Select the correct status (Pending, Dispatched, Delivered, etc.).

  • Delivered To → Enter the recipient’s details.

  • Order Note / Payment Note → Add any internal or customer-facing notes.

✅ Step 6: Apply Discounts and Taxes

  • Apply Order Discount (fixed or percentage).

  • Add Order Tax if applicable.

  • Enter Fees or Shipment Charges if required.

✅ Step 7: Update Payment Details

  • Total Ordered Amount will be updated automatically.

  • Enter the Received Amount if a partial or full payment has been made.

  • Select Payment Method (Cash, Card, Mobile Payment, etc.).

  • Choose the correct Debit A/c (e.g., Cash 2, Bank).

✅ Step 8: Save the Edited Sales Order

  1. Review all details carefully.

  2. Click on “Save” to update the sales order.

  3. If needed, click “Print” to generate an A4 copy of the updated order.

🔐 Important Notes

  • The Order ID (SO-2508-0003, etc.) remains unchanged after editing.

  • Only authorized users can edit sales orders.

  • Every edit is logged for audit and tracking purposes.

🎯 Tips

  • Always double-check quantities, discounts, and customer details before saving.

  • Use the Search Product by Name/Code feature to speed up order entry.

  • Keep shipment and payment notes updated for better order tracking.

✅ By following these steps, you can efficiently edit any Sales Order in GPOS while ensuring accuracy in billing, stock management, and customer communication.

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