Managing Order Items

Order items are specific products or services associated with an order. Multiple order items can be associated with an order.

This document discusses the following topics:

• Adding an order item
• Viewing an order item
• Updating an order item
• Removing an order item
• Deleting an order item

Adding an order item

To add an order item:

1. Navigate to Ecommerce from the main menu.
2. Select Orders.
3. Find the order to which you want to add an order item and select its View row action link.
4. Navigate to the 'Items' tab.
5. Select ADD ITEM then select one of the following order item types:
   • Custom Line Item
   • Ecommerce Product
6. Fill out the form for adding an order item. You can refer to the Items section in the 'Adding an Order' document for the input requirements.
7. Select ADD ITEM.

Viewing order items

To view order items:

1. Navigate to Ecommerce from the main menu.
2. Select Orders.
3. Find the order containing the order items you want to view and select its Items row action link.

Updating an order item

To update an order item:

1. Navigate to Ecommerce from the main menu.
2. Select Orders.
3. Find the order containing the order item you want to update and select its View row action link.
4. Navigate to the 'Items' tab.
5. Find and select the order item you want to update.
6. Make your changes.
7. Select SAVE.

Removing an order item

Order items added to the order from the list of products in the Ecommerce database can be removed from an order. To remove an order item:

1. Navigate to Ecommerce from the main menu.
2. Select Orders.
3. Find the order containing the order item you want to remove and select its View row action link.
4. Navigate to the 'Items' tab.
5. Find the order item you want to remove and select its overflow menu (). The system automatically displays the 'Remove' option if your selected order item is an ecommerce product.
6. Select Remove Item..
7. Finalize the removal of the order item using the confirmation modal.

Deleting an order item

Order items added to the order as a custom line item can be deleted from an order. To delete an order item:

1. Navigate to Ecommerce from the main menu.
2. Select Orders.
3. Find the order containing the order item you want to delete and select its View row action link.
4. Navigate to the 'Items' tab.
5. Find the order item you want to delete and select its overflow menu (). The system automatically displays the 'Delete' option if your selected order item is a custom line item.
6. Select Delete Item..
7. Finalize the deletion of the order item using the confirmation modal.