ERP · Sales

How to update products, amounts, and dates on a sale

See what you can change on an ERP order, how to add or correct products, and which dates belong to related documents.

A person reviews a sale with products, amounts, and a calendar represented by 3D objects in a bright office.

Published on November 9, 2026

An ERP order brings together the company, products, quantities, and agreed amounts for a sale. Correcting it before invoicing or starting related processes helps the team work with consistent information. Whether it can be modified depends on its status and the documents already created.

This guide shows how to open the order, add or replace a product line, and review the total. It also clarifies dates: the order edit form has no field for changing the date ERP assigned to the record.

Before you begin

Go to ERP > Sales > Orders, find the order by company or description, and check whether Modify order is available. ERP may hide the action after invoicing or a related process. Check those documents before creating another order as a replacement.

Open and review the order

Open ERP > Sales > Orders.
Find the order and open its row actions menu.
Select Modify order, if available.
Review the description, price list, existing products, warehouse, and current total.

ERP order editor showing two preventive maintenance kits at prices allowed by the configured minimum. — The second kit is added above its configured minimum price, and the total updates without an error.

Add or correct products and amounts

At the top, select product details\u2014such as line, brand, model, price list, and product\u2014and review the price and quantity before clicking Add. ERP adds the line to the table and recalculates the total.

If a line is no longer correct, open its actions, remove it, and add the correct product with the agreed quantity. Make sure the wrong item is gone and you have not added a duplicate by mistake. If the form offers discount or exchange-rate options, review those too: they can change the total even when products stay the same.

Keep the minimum price in mind

ERP checks the minimum price configured for each product. The agreed price and any discount cannot take the amount below that limit. If the public price and minimum are the same, there is no room to lower it. If ERP rejects the amount, review the product minimum in the catalog.

ERP form preparing a second preventive maintenance kit with its price and quantity before adding it. — Confirm the product, price, and quantity before adding the line.

Example: Aire Norte Instalaciones adds a second maintenance kit. If its public price is MXN 2,500 and the configured minimum is MXN 2,000, you can agree on MXN 2,250 for that unit. The order total becomes MXN 4,750 before taxes or other adjustments. Review each line and the updated total, not just the unit price.

When everything is correct, select Continue, complete the confirmation ERP displays, and wait for the save message.

ERP orders list showing Aire Norte Instalaciones and an order updated to MXN 5,000. — When you return to the list, verify the total and the date ERP shows for the order.

Which dates can you change?

The date in the list belongs to the order record. The Modify order form reviewed for this article has no field to edit it. Do not confuse it with receivable due dates, fulfillment dates, or invoicing dates: those may belong to different documents and have their own workflows.

If you need to correct a date

Do not delete and recreate the order as a shortcut: this could duplicate the transaction or leave linked documents unchecked. Ask your ERP administrator or support which document contains the date and whether its status allows a change.

Final review

Confirm the company, contact, and description.
Review products, quantities, prices, discounts, currency, and available taxes.
Check the total after every adjustment.
Before saving, check whether an invoice, receivable, payment, or fulfillment order already exists.