How to add constituent or patron to completed sales order

When completing an order in Daily or Advance, a staff member may forget to add a patron before completing the order, 
You can add the patron to the order after the fact using the below steps.
  1. From Sales, select Order search
  2. Search for and select the order
  3. In the upper left side under tasks, select Change patron on order
  4. Search for the constituent that you want to attach, Select and save.

Environment

 Altru Arts & Cultural

Was this article helpful?


Thanks for your feedback! Did this solve your issue?

Comments (optional):


Thanks for your feedback!
We're glad it was helpful but sorry it didn’t solve your issue. If you need assistance, click Chat with Support below.
We’re sorry to hear that. Please tell us why.

 I don't like how this works.

 The answer is confusing.

 The answer didn't match what I was searching for.

Additional Comments (optional):


Thanks for your feedback! If you need assistance, click Chat with Support below.
Thanks for your feedback. Help us make our products even better by sharing details in our Idea Banks or our online Community.
Thanks for letting us know. We'll work on clarifying the information in the article. If you need assistance, click Chat with Support below.
Thanks for letting us know. We'll work on updating the search engine to return more relevant results.