This article will explain how Dealerships can change the Customer on a Customer Order
How to change the Customer on a Customer Order
Dealerships are able to change the Customer on a Customer Order with the option 
on the Customer section
When the Customer is changed on a Customer Order the user may get confirmation warnings that:
Units will be removed from service jobs and they will have to reassign them
Trade-ins will be removed from deals and new trade-ins will need to be selected
Any related service appointments will be removed from the scheduler and they will need to recreate them
Further Information
- Please remember that changing the customer on a Customer Order may also cause prices to be recalculated if the new customer has a different price level or tax exemptions
Our suggestion is if you change the Customer on a Customer Order please remember to review the prices
- Internal comments will be added to the Customer Order whenever the customer is changed
- While a lot of the restrictions that stopped the user from changing the Customer on a Customer Order have been removed, these restrictions will still remain in place:
If the Customer Order is closed
An invoice has been generated from the Customer Order
There are active payments in checkout
It contains completed Service Jobs
It contains a Unit Deal with an Approved status
It has a Unit Deal with trade-in that has been stocked in
It contains AR credit payments in checkout or deposits
It contains store credit payments in checkout or deposits which have not been refunded/reversed to store credit