Overview
If a sales order was created for the wrong customer, the customer can be swapped on the existing order. This preserves all the product and pricing work already done and avoids creating a duplicate order.
👥 Access Permissions
Only users with permission to create quotes and sales orders can change the customer on an order. Review user roles before granting access.
📍 Location in the app
Global Search > search and select a sales order >
OptionsSales>Sales Orders> select a sales order >OptionsSales>Customers> select a customer > search and select a sales order >Options
Change the customer on an order
Ensure the order is not in Draft status.
Go to
Options>Change customer.In the pop-up, search for and select the new customer.
Click
Change customerto confirm.
📝Notes
Contact and address details are cleared from the order when the customer is changed. Product, pricing, and line item details are preserved.
The order returns to Draft status after the change, allowing further updates before resubmission.
When an accounting integration is connected, the original order is deleted from the accounting package and recreated under the new customer. This applies to MYOB, QBO, and Xero.