# Contextual help

Buttons for updating and edit

# How to cancel an order?

<div id="bkmrk-" style="clear: left;">  
</div>The **Order Cancellation** process allows users to cancel an order that is no longer required.

**Steps:**

1. **Select the Order** – Locate and open the order that needs to be cancelled.
2. **Click on the Cancel Order button** – A confirmation box will appear.
3. **Choose the Cancellation Reason** – Select the appropriate reason from the dropdown or list.
4. **Confirm Cancellation** – Click **Yes** to proceed.

Once confirmed, the order status will be updated to **Cancelled** in the system, and no further actions can be taken on the order.

<video controls="controls" height="394" poster="" width="788"><source src="https://mercantile-kb.s3.ap-southeast-1.amazonaws.com/OMS/Order_Creation/77829e30835e441a853568e495e3083fe7ccce6d.mov"></source></video>

**Note:** An order **cannot be cancelled once it has been shipped**.

# How to get IMEI of a IMEI scanned order?

he **IMEI Download** feature allows users to export the IMEI details of a selected order in Excel format.

**Steps:**

<div class="page-content clearfix" component="page-display" id="bkmrk-select-the-order-%E2%80%93-l-1" option:page-display:page-id="33"><div dir="auto">1. **Select the Order** – Locate and open the order from the list.
2. **Click on IMEI Download** – Found on the right side of the selected order.
3. **Confirm Download** – Click on **IMEI Download** again.
4. **Excel File Generated** – The IMEI details will be downloaded automatically in **Excel (.xlsx)** format.

</div></div><video controls="controls" height="394" poster="" width="788"><source src="https://mercantile-kb.s3.ap-southeast-1.amazonaws.com/OMS/Order_Creation/49446ec4776d482890212bd559d881251508e5c0.mov"></source></video>

**Note:** IMEI can only be downloaded **after the IMEIs have been scanned into the order**.

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</div></div># How to change Forwarder of already created order?

The **Change Forwarder** option allows users to update the logistics partner (forwarder) assigned to an order.

**Steps:**

<div class="page-content clearfix" component="page-display" id="bkmrk-select-the-order-%E2%80%93-l-3" option:page-display:page-id="34"><div dir="auto">1. **Select the Order** – Locate and open the order from the list.
2. **Click on Change Forwarder** – Opens the forwarder selection option.
3. **Select the Forwarder** – Choose the desired forwarder from the available list.
4. **Click on Submit** – The forwarder for the order will be updated in the system.

</div></div>**Note:** Forwarder change may be restricted once the order is shipped.

<video controls="controls" height="394" width="788"><source src="https://mercantile-kb.s3.ap-southeast-1.amazonaws.com/OMS/Order_Creation/d94ecbc0a71d439cb9fa532c20199864f5b7ded6.mov"></source></video>

<div class="page-content clearfix" component="page-display" id="bkmrk--8" option:page-display:page-id="34"><div dir="auto">  
</div></div># How to update NetSuit in an order?

The **Update NS** option allows users to update or add the NS (NetSuite) ID for an order in the system.

**Steps:**

<div class="page-content clearfix" component="page-display" id="bkmrk-select-the-order-%E2%80%93-l-5" option:page-display:page-id="35"><div dir="auto">1. **Select the Order** – Locate and open the order from the list.
2. **Click on Update NS** – Opens the NS update option.
3. **Enter the NS ID** – Input the correct NetSuite ID.
4. **Click on Submit** – The NS ID will be saved and linked to the order.

</div></div>**Note:** Ensure the entered NS ID is valid, as it will be used for synchronization and reporting.

<video controls="controls" height="394" width="788"><source src="https://mercantile-kb.s3.ap-southeast-1.amazonaws.com/OMS/Order_Creation/6c1ac7171576462db4d2a52b0103617285ae2598.mov"></source></video>

# How to duplicate an Order?

The **Duplicate Order** option allows users to create a new order by copying details from an existing one. This helps save time and ensures accuracy when placing similar or repeated orders.

**Steps:**

<div class="page-content clearfix" component="page-display" id="bkmrk-select-the-order-%E2%80%93-l-7" option:page-display:page-id="36"><div dir="auto">1. **Select the Order** – Locate and open the order you want to duplicate.
2. **Click on Duplicate Order** – A new order form will be generated with the same details as the selected order.
3. **Click on Submit** – The system will create a **Draft Order** with the same details.

</div></div>**Note:** The duplicated order will be saved as a draft and assigned a new order reference number

<video controls="controls" height="394" width="788"><source src="https://mercantile-kb.s3.ap-southeast-1.amazonaws.com/OMS/Order_Creation/4d11cd983cf34f0e899d69ca8786bcfa30b4cb0b.mov"></source></video>

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</div></div># How to download PI?

The **PI Download** option allows users to download the Proforma Invoice (PI) of an order. It can be generated either with prices visible or with prices masked, depending on the requirement.

**Steps:**

<div class="page-content clearfix" component="page-display" id="bkmrk-select-the-order-%E2%80%93-l-9" option:page-display:page-id="37"><div dir="auto">1. **Select the Order** – Locate and open the order from the list.
2. **Click on PI Download** – Found on the right side of the selected order.
3. **Choose Format** – Select either:
    
    
    - **With Price** – PI will display item prices and totals.
    - **Price Masked** – PI will hide all item prices and totals.
4. **Click on Download** – The PI will be generated and saved in **PDF format**.

</div></div>**Note:** PI can only be downloaded once the order details are completed and saved.

<video controls="controls" height="394" poster="" width="788"><source src="https://mercantile-kb.s3.ap-southeast-1.amazonaws.com/OMS/Order_Creation/50e146b5d6a4491c8a19ebc6db02ae1149fa65a0.mov"></source></video>

# How to change Shipping address?

The **Change Shipping Address** option allows users to update or modify the delivery address for an order before shipment.

**Steps:**

<div class="page-content clearfix" component="page-display" id="bkmrk-select-the-order-%E2%80%93-l-11" option:page-display:page-id="38"><div dir="auto">1. **Select the Order** – Locate and open the order from the list.
2. **Click on Change Shipping Address** – Opens the shipping address options.
3. **Select the Existing Address or Add a New One** – Choose from saved addresses or enter a new one.
4. **Click on the Confirmation Box** – The selected address will be applied to the order.

</div></div><video controls="controls" height="394" poster="" width="788"><source src="https://mercantile-kb.s3.ap-southeast-1.amazonaws.com/OMS/Order_Creation/d1ebf7c0404446729d44721c5d8bf9de25807565.mov"></source></video>

**Note:**

<div class="page-content clearfix" component="page-display" id="bkmrk-the-shipping-address" option:page-display:page-id="38"><div dir="auto">- The shipping address can only be changed **if a forwarder has not been added**.
- Once the order is shipped, the address cannot be updated.

</div></div>