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How to Edit One-Time Orders (Clone, Customer Name, & Notes)

We'll cover how to edit the name and notes, as well as clone one-time orders. We'll use other guides for editing the content, delivery date, and adding plantings.

Garrett Corwin

Written by Garrett Corwin

Last updated 1 day ago

1. Navigate to your orders page

2. One way to edit orders is by clicking the button under "Actions"

3. Click "Order 30282" to inspect the order and edit the name and notes, or clone the order

4. Click "Options" then select "Edit Customer"

5. Change the name to whatever you desire. Click "Submit"

6. Click "Edit Notes"

7. Change the notes to whatever you desire, and then hit "Submit"

8. Cloning allows you to create a new order rapidly, using parameters similar to those of the cloned order. Click "Clone"

9. An order form will appear with the same parameters as the cloned order. Change the fields you want. We'll change the name from "Microgreen Farmer" to "Fancy Restaurant"

10. We'll switch from two containers of arugula to four containers of broccoli

11. When the cloned order is ready, click "Submit"

12. If you go back to the orders dashboard, you'll see the cloned order