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Edit Sale

  1. Edit Sale

    Update the details of an existing sale: customer, service, domain, amount and note. This tour walks through the form and the summary.

  2. Sale Details

    All editable fields of the sale in one form. The customer is required; search by name, company or e-mail to change it. The note at the bottom is optional.

  3. Product group and service

    Narrow the list by product group, then pick the service. Choosing a service fills in its price and currency; for products with plans, choose the plan and the amount follows it.

  4. Domain Name

    Required for hosting, domain and e-mail provisioning. For e-mail services you can also set the primary mailbox address, which defaults to admin.

  5. Quantity, amount and currency

    Adjust the quantity (fixed at 1 for plan-based products), the unit amount and the currency. The amount is required.

  6. Summary

    Shows the customer, service, plan, domain, unit price, quantity and the resulting total as you edit.

  7. Save Changes

    Saves the sale. Cancel returns to the sales list without changing anything.