Modify an order on Yoplanning.pro

Introduction

Modifying an order on Yoplanning.pro allows you to adjust certain elements to better meet your management needs. Whether it is to change a customer, a reseller, add an internal note or modify the content of an order, this guide will explain step by step how to proceed.

With the edit mode, you will be able to make these adjustments while ensuring the consistency and traceability of the order information. It is automatically activated as soon as you open an order to modify it. This tutorial will guide you through the different options available to ensure smooth and accurate management of reservations and transactions.

Access an order

To access an order, go to "orders" in the left menu and simply click "View" on the relevant order in the list. You can also access it from the "Paid" button if the order is paid in a session next to the participant's name.

General order information

Once in the order, you will see general information about it, as well as its contents. To make changes, you must switch to edit mode.

Edit mode

When the order is open, in the 3 small dots button at the top right, click on "edit". In it, you can:

1. Edit Client: The details of this operation will be covered in a later video.

2. Change Dealer: The details of this operation will be covered in a later video.

3. Add an internal note: As its name suggests, this note is only intended for people who administer Yoplanning. It can be used to add observations on a specific order.

Changing the content of the order

When you are in your order, you can also edit the content. It is important to note that you cannot edit the labels of the items, but you can delete items. For example, if an order includes a service with options, you can delete the entire service or just some options.

Mention in the invoice

Finally, you can add a note on the invoice. This note will be visible to the customer on the PDF invoice. This is different from the internal note, which does not appear on the invoice.