{"id":18343,"date":"2023-02-20T19:14:29","date_gmt":"2023-02-21T00:14:29","guid":{"rendered":"https:\/\/certek.com\/kb4\/?p=18343"},"modified":"2023-06-16T10:12:06","modified_gmt":"2023-06-16T14:12:06","slug":"how-to-recall-a-sale","status":"publish","type":"ht_kb","link":"https:\/\/certek.com\/kb4\/knowledge-base\/how-to-recall-a-sale\/","title":{"rendered":"How to Recall a Sale"},"content":{"rendered":"\n

Please exercise caution when recalling a sale.<\/strong>\u00a0Modifying 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\u2019ll 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.<\/p>\n\n\n\n

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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.<\/p>\n

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Recalling a Sale<\/strong><\/h3>\n

On the Sales screen, select “Operations<\/strong>” or Ctrl and O on your keyboard.\u00a0<\/p>\n

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Select “Recall Sale<\/strong>.”\u00a0<\/p>\n

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Or, use the “Recall Sale<\/strong>” shortcut. With a customer selected on the Sales screen, press “Shift<\/strong>” and “F4<\/strong>” on your keyboard. This will bring up just that customer’s sales history.<\/p>\n

\"\"<\/a><\/p>\n

Type in the slip number or use a different search method, like the Power Search, to narrow down the sale you want to recall.\u00a0<\/p>\n

Press enter or double-click to open the sale.<\/p>\n

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Artisan will indicate that this is a recalled sale with the “RECALLED SALE<\/strong>” text highlighted in red.\u00a0<\/p>\n

Pressing F10 or selecting “Tenders<\/strong>” will show you how the sale was paid.<\/p>\n

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Make your changes to the sale. Once you start editing the sale, Artisan will change the “RECALLED SALE<\/strong>” text to “Modified.<\/strong>“<\/p>\n

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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.\u00a0Note:\u00a0<\/strong>If you need to add shipping to an already-saved order, make sure you go to the “Shipping<\/strong>” tab and select the customer’s shipping information.\u00a0<\/p>\n

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\u00a0<\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"

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. \u00a0…<\/p>\n","protected":false},"author":17,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"_eb_attr":"","_monsterinsights_skip_tracking":false,"footnotes":"","_members_access_role":[],"_members_access_error":""},"ht-kb-category":[287],"ht-kb-tag":[],"class_list":["post-18343","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-sales-and-orders"],"_links":{"self":[{"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/ht-kb\/18343","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/users\/17"}],"replies":[{"embeddable":true,"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/comments?post=18343"}],"version-history":[{"count":9,"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/ht-kb\/18343\/revisions"}],"predecessor-version":[{"id":19848,"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/ht-kb\/18343\/revisions\/19848"}],"wp:attachment":[{"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/media?parent=18343"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/ht-kb-category?post=18343"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/ht-kb-tag?post=18343"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}