Replacing the customer in an existing order
Changing the customer in orders is Role based.
Role name: “Can change the customer in existing orders”
From Sales > Sales dashboard
Click on the “Order info” icon (fig 1) to edit the order
Click on the “Customer replace” icon (fig 2) to open the “Customer replace” page
Select the new customer from the “Customer” list (fig 3)
The system will display pricing and product validation (checking if the price list and workflow templates in the order are valid for the new customer / billing customer / series selected.) (fig 4)
Click “Save & close” (fig 5)
When using customer specific prices or workflow templates, the system may prevent the customer replacement or require you to select different prices or workflow templates
