Navigate to Ticket Bulk Edit
Search for tickets utilizing the filter drop-down menus and click [Query]
Identify the tickets that need to be edited and select them by either clicking [Select All] if all the tickets in the table need to be edited, or simply check the box next to each ticket that needs the edit.
Next you can make changes to the required fields Region, Order, Product, Location, Tax Code, and Ticket Date. Optional fields you may edit are PO Number, Job, Phase, and Cost Type.
Click [Save]
Navigate to Ticket Query
Search for ticket via filter drop-down menus or ticket number
Click the [✎] icon in the Edit column
Make any necessary changes to the ticket and leave a Revision Note
Click [Save]
You can make changes to tickets if you notice an error.
If you are changing the weights ensure you change the Net Units as this field is not automatically calculated if making an edit.
If you need to make an edit to a ticket on a Cash order you will need to perform a Credit/Rebill before any changes take effect. If you do not perform a Credit/Rebill the information will change, but the dollar amounts will not change unless the Credit/Rebill is performed first.
This applies to an order with a pay type set to Cash, Credit Card, and Check.
There are 2 primary ways to Edit a ticket. It can be done one at a time via the "Ticket Query" or edits can be made in Bulk via the Ticket Bulk Edit.
