How do I change which Customer is attached to an Order?
This step-by-step guide shows you how to remove an existing Customer and add a new one to the Order.
Written by Annukka Matilainen
Updated at September 24th, 2024
- Release Notes
- Newly Released Features
- Getting Started
- Roles & Permissions
- Manifests
- Order Management
- Employee Management
- Customer Management
- Customer Portal
- Stock Management
- Invoicing
- Reporting
- Custom Fields
- Integrations
- GSX
- Shipments
- Service Contracts
- Configuring Your Environment
- Part Requests
- Incoming Part Allocation
- Navigate to the Customer section of your Order.
- From the Gear menu, select Remove from Order.
You can now Add a new customer to this work order.