--- title: "Editing, duplicating, cancelling and deleting" description: "Edit reopens the order form, and More Actions duplicates the order, cancels it or deletes it through Trash." lastUpdated: 2026-09-30 order: 70 --- ## What it does Edit reopens the order in the form it was created in, with everything already filled in. Saving returns you to the order. More Actions gathers the rest. Duplicate copies the order into a new one and opens the copy. Cancel ends the order early. Trash removes it and returns you to the list. Cancelling a sales order asks more than the other two types do, because there may be money and stock to settle. Its window takes a reason, an optional staff note, and three checkboxes you set for this cancellation on its own. - Refund the outstanding paid amount. - Restock the units already shipped. - Email the customer a cancellation notice, where the customer has an address on file. A quote or a purchase order is cancelled through a plain confirmation instead. ## Before you start A cancelled order, and a lost quote, cannot be edited. The Edit button goes from the header for both. Trash is offered only on an order that has reached the end of its life. Until then it is unavailable, and the tooltip says what to do first. Quotes have to be marked as won or as lost, and a sales order or a purchase order has to be closed or cancelled. A line is locked in the edit table once its units have been fulfilled, cancelled, returned or refunded. You cannot remove or reduce it, and its price, discount, tax and currency are fixed too. The order's own currency and its discount are fixed as soon as any line is locked, so buy or sell the rest on a new order. A purchase order that has been paid cannot be cancelled. Refund it first - the cancel action stays off until you do, and its tooltip says so. A duplicate is a new order and counts against your plan's limit for that order type. ## How to use it 1. In the order header, select Edit, make the change and select Save. 2. Under More Actions, select Duplicate to work from an order you have already written. 3. Under More Actions, select the cancel action to end an order early. It is labelled with the record's own name, which makes it Cancel Quote, Cancel Order, Cancel Purchase Order, or Cancel Invoice where your organisation sells services only. 4. On a sales order, choose the reason, set the three checkboxes for this cancellation, add a staff note if it helps whoever reads the order next, and confirm. 5. Under More Actions, select Trash to remove an order that is finished with. ## Related - [Line items](/docs/orders/line-items.md): The line items table prices an order row by row from your items and variants. - [Refunds and restocking](/docs/orders/refunds.md): The payments card swaps to a refund form that returns part or all of an order's money line by line and puts the stock back. - [Audit history and moving between orders](/docs/orders/history.md): Every change to an order is recorded on its audit page, and arrows walk from one order to the next. ## Changes - [Guided quests and help for every feature](/changelog/2026-09-30-guided-quests-and-product-help) - 2026-09-30