Editing Trades

This article explains how to edit the details of a Trade. If you instead want to record an update to the Trade such as a completed milestone, or a change in the plan, see “Updating Trades.” 

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Editing order dates and value

To edit the basic info of your Trade, navigate to the Trades tab, then click the blue edit button (pencil icon) next to your trade. 

That will open a popup to edit the purchase order details. 

You can’t change the name or customer of a Trade once it’s been created. Scroll down to edit the Trade dates or purchase order value.

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Editing milestones

To edit the milestones of a Trade, follow the same steps, then click “Build Your Order” on the left-hand navigation bar.

From here, you can click “Edit” under any milestone to edit it.

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