Please exercise caution when recalling a sale. Modifying a sale or order from a prior Day-End closing might change the financial data for that day. If your numbers are different for that day, you’ll have to re-export the data into your accounting program, inform your accountant, or something similar. Make sure you really do want to modify a sale before making any changes.
Recalling a sale in Artisan retrieves a previous sale from a customer. There are a few reasons why you might want to do this – to see the details of the sale, to fix information, like shipping or due date, or the quantity of items ordered, among other reasons.
Recalling a Sale
On the Sales screen, select “Operations” or Ctrl and O on your keyboard.
Select “Recall Sale.”
Or, use the “Recall Sale” shortcut. With a customer selected on the Sales screen, press “Shift” and “F4” on your keyboard. This will bring up just that customer’s sales history.
Type in the slip number or use a different search method, like the Power Search, to narrow down the sale you want to recall.
Press enter or double-click to open the sale.
Artisan will indicate that this is a recalled sale with the “RECALLED SALE” text highlighted in red.
Pressing F10 or selecting “Tenders” will show you how the sale was paid.
Make your changes to the sale. Once you start editing the sale, Artisan will change the “RECALLED SALE” text to “Modified.“
Now, we can finalize the sale. In this example, the customer needs to pay for shipping. Select the payment type(s) and save the sale. Note: If you need to add shipping to an already-saved order, make sure you go to the “Shipping” tab and select the customer’s shipping information.
