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

Sales with services that have been paid in full cannot be edited. These must be voided and recreated. For instructions on voiding sales, refer to our Voiding sales using the sales history article.

Editing a service sale

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

Partial payment/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 will be locked from editing.

To edit an existing service sale:

1. Navigate to Services.
2. Click on the service to expand.

   

3. Click Edit service.
4. You will be taken to the Edit service page. Here, you can:
   • Click the Status drop-down to select a different status.

     

   • Add a product by entering or scanning the product in the Search for products field.

     

   • Delete a product by clicking the trash icon (Delete) next to the product.

     

   • Edit the quantity, price, and discount by clicking a product to display the expanded view and typing the new values in their fields.

     

   • Edit the schedule using the Hours and Minutes fields. Click Choose a date to select a current or future date. This will display the next two weeks from the chosen date.
     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.

     

5. Click Save.
6. Optionally, enter text into the Add a note and Location of items fields, then 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.

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, you can 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.

Viewing sales edits

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

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. This will bring up a pop-up with all the edits made to the sale.

   

This does not show changes to the service status or notes associated with the service schedule.

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