---
title: "Editing, duplicating, cancelling and deleting"
id: orders.edit
description: "Edit, duplicate or cancel an order, or delete it with Trash under More Actions."
lastUpdated: 2026-10-24
order: 70
---

## What it does

Use Edit to change an order, and More Actions to copy it, end it early or delete it.

| Action | What it does |
| --- | --- |
| Edit | Reopens the order in the form it was created in, with everything filled in. Saving returns you to the order. |
| Duplicate | Copies the order into a new one and opens the copy. |
| Cancel | Ends the order early. |
| Trash | Deletes the order and returns you to the list. |

The header shows who else has the page open, and their saves appear as they happen. [See who else is on a record](/docs/account/who-else-is-on-a-record.md) says more.

Cancelling a sales order opens a longer window, because there may be money and stock to settle. The window takes a reason, an optional staff note, and three checkboxes that apply to this cancellation only.

- Refund the outstanding paid amount.
- Restock the units already shipped.
- Email the customer a cancellation notice, where the customer has an address on file.

Cancelling a quote or a purchase order opens a plain confirmation.

## Before you start

Save stays at the top of the page, and leaving with unsaved changes opens Discard Changes, as [Creating a contact](/docs/contacts/create.md) describes.

Save keeps changes someone else made to other fields while you edited. Where you both changed one field, Lucrii asks which to keep. [See who else is on a record](/docs/account/who-else-is-on-a-record.md) says more.

- You cannot edit a cancelled order or a lost quote. The Edit button goes from the header for both.
- You cannot remove or reduce a locked line in the edit table. [Line items](/docs/orders/line-items.md) says when a line locks and what else that fixes.
- You cannot cancel a paid purchase order. Refund it first.
- Lucrii offers Trash only on an order that has finished. A quote has to be marked as won or as lost. A sales order or a purchase order has to be closed or cancelled.
- A cancel's staff note can be up to 50,000 characters.
- A duplicate is a new order and counts against your plan's limit for that order type, which [Creating an order](/docs/orders/create.md) sets out.

Your plan limits how many customer emails your organisation sends a day. [Plan, usage and payment](/docs/settings/billing.md) says what counts and gives each plan's limit. A refund or a cancel on the order page goes through even when the limit is reached. Lucrii sets aside a small extra allowance for the refund confirmation or the cancellation notice. Once that is used too, Lucrii tells you the email was not sent. You must verify your email address before Lucrii sends customer emails for you.

## How to use it

1. In the order header, select Edit. Make the change and select Save.
2. Under More Actions, select Duplicate to work from an order you have already written.
3. Under More Actions, select the cancel action to end an order early. On a quote it reads Cancel Quote, on a sales order Cancel Order, and on a purchase order Cancel Purchase Order. Where your organisation sells services only, it reads Cancel Invoice.
4. On a sales order, choose the reason and set the three checkboxes. Add a staff note if it helps whoever reads the order next. Then confirm.
5. Select Trash under More Actions to delete an order you have finished with.

## Troubleshooting

Trash is unavailable on an order. The order has not finished yet. Its tooltip says what to do first.

The cancel action is off on a purchase order, and its tooltip says to refund it first. You cannot cancel a paid purchase order until you refund it.

## Related

- [Line items](/docs/orders/line-items.md): Price an order row by row in the line items table, from your items and variants.
- [Refunds and restocking](/docs/orders/refunds.md): Refund part or all of an order line by line, and put the returned stock back.
- [Audit history and moving between orders](/docs/orders/history.md): See who changed an order and when, and step from one order to the next.

## Changes

- [Create and Save at the top of each record's form](/changelog/2026-10-23#2026-10-23-save-bar-and-leaving-a-form) - 2026-10-23
- [Saving beside other people](/changelog/2026-10-23#2026-10-23-saving-beside-other-people) - 2026-10-23
- [See who else is on a record](/changelog/2026-10-23#2026-10-23-see-who-else-is-on-a-record) - 2026-10-23
- [A daily limit on customer emails](/changelog/2026-10-16#2026-10-16-a-daily-limit-on-customer-emails) - 2026-10-16
- [Confirming a delete](/changelog/2026-10-16#2026-10-16-confirming-a-delete) - 2026-10-16
- [Field lengths and tag limits](/changelog/2026-10-16#2026-10-16-field-lengths-and-tag-limits) - 2026-10-16
- [Help pages for every feature](/changelog/2026-09-30#2026-09-30-help-pages-for-every-feature) - 2026-09-30
- [Locked lines on an order](/changelog/2026-09-30#2026-09-30-locked-lines-on-an-order) - 2026-09-30