Change the Customer on an Order

You can change the Account, Account Location, or Contact associated with an existing order.

1. Open the order from Orders > Orders.

2. Locate the Account Information section.

3. Click Edit to change the account or customer.

   

4. Search for and select the new contact to link to the order.

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   Click Select Account to choose the location or account the customer is ordering for.

   

5. Save the order.

The order is now associated with the selected customer and account location.