Once you have an order created (details on creating an order here), chances are you’ll need to go back in and edit it at some point, whether that means adding or removing titles, changing quantities, etc.

To continue working on an order with which you’re not quite finished, simply re-open the catalog in which you were working, and continue working as before, adding order quantities to each title of interest as you work your way through. The process of finding an order and where in that catalog you left off can be simplified by using your Work List to “save” that catalog in a shortlist.

You’ll also find that bookmarking your stopping point in a catalog can save time as well — just click the Bookmark Title icon as shown below. The catalog will close, and the next time you enter, you’ll be taken directly to that title.

Next, make sure that the correct Active Order is selected at the top of the screen, and you can continue working on it.

To add your collection codes, if that would be helpful, click Add Categories.

 

Orders can also be edited from Orders page.

Click on the name of an order to see the order in the catalog view, which will look just like a catalog, but will only contain the titles that have been added to this order, regardless of which specific catalog they came from. From here you can easily edit order quantities, categories, etc. while also referencing all the great title detail information publishers add to their catalogs.

Note that if you need to continue adding new titles to your order, you’ll want to do so from within a catalog. This view of clicking into your order is essentially a visual purchase order, although one that gives complete details about each title, author, etc.

You can also edit your Orders in the Export Preview screen which is discussed in detail here.

Get there by clicking either here…:

 

…Or here:

The Export Preview window will display your order in a view dictated by your chosen export format. Essentially, if you’re going to download this order (most likely to send to your POS system) you’ll need to do so here. Click the Edit icons next to each title to edit specific attributes of that title, including the title or author, categories, discount, quantities, etc.

Below is an example of the Export Preview screen. Here, you can change your export format (and select iPage, for example), or narrow what’s shown here based on Location.

Depending on the export format selected, you may see the option of editing attributes — just click the pencil/edit icon associated with an ISBN.