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The Summary tab of an order, listing its line items under the customer each one belongs to

Orders > [order] > Summary

Open in TWICE Admin

orders
Assign a line item to another customer when someone else on the order takes that item, or when it was added under the wrong person. The line moves under that customer on the order. Its dates, price, payment and stock item stay as they are. Use Order Customers tab instead to move every item of one customer at once.

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Prerequisites

Required permissions: orders:order_line_items to change the line item. Owner, Admin, Manager and Member all hold it. See Users & Roles.
Have ready before you start: the name of the customer who takes the item. They do not have to be on the order yet.

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The walkthrough

1

Open the order

Open the order from Orders. Check the location selector in the top-left corner first if your account has more than one location, because the table lists only the orders of the location it shows.
The Orders table with one order's row highlighted
2

Open the line item

On the order’s Summary tab, each customer on the order has a card, and their line items are listed in it. Click the item’s name in the card it is in now. The Edit line item panel opens on the right.
An order's Summary tab with two customer cards, the first customer's name and their line item's name highlighted
3

Choose the customer

Go to the Customer card near the bottom of the panel and open Assign to. The list has up to three parts:
  • From order: the customers already on this order.
  • From customer list: your saved customers. Use at least three letters of the name to search.
  • Add new: a new customer with the name you typed.
Pick the customer. Assign to shows their name.
The Customer card in the Edit line item panel with the Assign to list open, its From order, From customer list and Add new options highlighted
4

Save

Click Save at the bottom of the panel. The panel closes.
The Customer card with another customer in Assign to, and the Save button highlighted

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How do I know it worked?

  • Check the new customer’s card on the Summary tab. The item is listed there.
  • Check the previous customer’s card. They stay on the order, and with nothing left the card reads “No items added to this customer yet”.
  • Check the Customers tab count. It goes up by one when the new customer was not on the order before.
  • Compare the item’s dates, price, payment status and stock item with what they were. None of them change.
The Summary tab after saving: the first customer's card is empty and the line item is listed in the second customer's card

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Troubleshooting / common pitfalls

Cause: the name in the header is the order’s billing contact. Assigning a line item does not change who is billed.What to do: change the billing contact from the header if the new customer is also paying. See Order Customers tab.
Cause: assigning their last item away leaves them on the order with an empty card.What to do: open the ⋮ menu on their card and choose Remove customer. If they still have items, the dialog offers to assign those to another customer, which also moves several items at once.
Cause: checkout fields saved to a customer attribute follow the customer the line is assigned to.What to do: check the Checkout fields card in the panel before you save. Add what the new customer has not answered yet. See Listing checkout fields.

Order Customers tab

Order customers and the billing contact, switching a customer, and removing one.

Edit an order

Every change to a live order, and what each one does to the stock and the money.

Create a customer profile

The order customer and the billing contact, and putting either on an order.