After creating a service sale with partial payment or no payment, you can edit the sale.

Sales with services that have been paid in full cannot be edited, they must be voided and recreated.

Editing an existing service sale

You can fully edit partial payment or no payment sales with services where the balance has been placed on layaway, including adding or removing items and adjusting pricing, quantities, and discounts.

Partial payment or no payment sales with services where the balance was placed On account or saved as unfulfilled can only add products to the sale. Previously existing products cannot be edited.

To edit an existing service sale:

1. Navigate to Services > Services.
2. Click on a service to expand.

   

3. Click Edit service.

You will be taken to the Edit service page where you can make updates.

Editing a service status

To edit a service status:

1. In the Status section, click the Status dropdown to change the status.

   

2. Click Save.

Assigning a user to a service

To assign a user to a service:

1. In the Details section, click into the Assigned user field.

   

2. Enter a user's name and click to select and assign the user to the service.
3. Click Save.

You can also assign a user to a service from the Services page by clicking to expand the row > Assign user or Change user if one is already assigned.

Adding labor and items

To add labor and items to a service:

1. In the Labor and items section, add an item by entering or scanning the product in the Search for products field.

   

2. Delete an item by clicking the trash icon (Delete).

   

3. Edit the quantity, price, and discount by clicking an item to display the expanded view and typing the new values in the fields.

   

Editing a sale with an out of stock item

If the added product is out of stock, an error message will appear. If the item is in stock, you can override this error by clicking Add item anyway. It is available and then Continue.

If the item is not in stock, click Request to order the product and then Continue. A window will appear informing you that products that need to be ordered will be locked from further editing until they are received. Click Continue to accept this message or Go back to cancel.

The out of stock products will be added to your recommended products when creating your next purchase order. When receiving your purchase order delivery including the out of stock products, Retail POS will automatically put aside products for unfulfilled sales and services.

Editing a schedule

You can edit the service schedule even if no scheduled time was attached to the sale when it was created and even if the sale has been paid for in full.

To edit a service schedule:

1. Update the Hours and Minutes as needed.

   

2. Click Choose a date to select a current or future date. This will display the next two weeks from the chosen date.
3. Click Save.

Adding notes to a service

After saving a service, you can optionally add a note and the location of items.

1. To add a note, enter details in the Add a note field.
2. Under Location of items, enter where the items are located in the store.
3. Click Add note. If you don't want to add a note, click Skip note.

   

You will be taken back to the Services page and a temporary banner will display stating that your service sale has been updated.

Viewing service sales changes

You can view a record of all changes to sales with services, including the type of change, when it was made, and by who.

To view the changes:

1. Navigate to Sell > Sales history.
2. Locate the service sale and click on the sale to expand the details.
3. Click View changes.

   

4. Review the changes made to the sale.

   

The Changes to this sale window does not show changes to the service status or notes associated with the service schedule.

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