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Edit orders and quotes

Editing keeps documents accurate without breaking audit trails. Guardrails from Sales settings control when customers or addresses can change.

Order detail inline edits

What you can edit​

  • Customer and primary email — swap the customer; addresses reset to prevent mixing data.
  • Channel and currency — adjust if the sale moves to a different store or currency.
  • Status — pick from your order or quote status dictionaries; guards may block changes at certain stages.
  • Addresses — update shipping/billing, define new ones, or unlink “Same as shipping”.
  • Items — add or edit lines from the Items tab; totals update immediately.
  • Comments — keep an internal thread for handoffs.

Guardrails​

  • Editing guards (Sales settings) define whether customers/addresses can change at any status or only while Draft.
  • Status transitions follow your configured dictionaries; some workflows restrict backwards moves.
  • Recalculation — any change to items, adjustments, shipments, or payments updates totals automatically.

Keyboard and UX​

  • Dialogs follow shared shortcuts: Cmd/Ctrl + Enter to save, Escape to close.
  • Inline edits are feature-guarded by sales.orders.manage / sales.quotes.manage.