How to change a WEB order from shipping to pick-up

1. Create a new email in Helpscout. In the saved replies, find the "AR Refund Request" script. 

2. Open the work order in BC

3. Change the posting date to today's date.

4. Modify the Prepayment:

• Click on Action -> Posting -> Prepayment -> Post Prepayment Credit Memo

5. Click on Release -> Reopen

6. Scroll down to the Shipment Method section and update the shipping here. 

• Once done, it should look like this: 
  

7. Fill in the Old Order Total: 

• Scroll down to the Lines section and take note of the "Total Incl. VAT (CAD)" amount.  
• Copy this amount into the "Old Total Incl. VAT (CAD)" section of the refund request email template in HelpScout.

8. Delete the shipping line. 

9. Once the shipping line has been deleted, the order total will change accordingly.  Copy this amount into the "New Total Incl. VAT (CAD)" section of the refund request email template in HelpScout.

10. Modify the Prepayment:

• Click on Action -> Posting -> Prepayment -> Post Prepayment Invoice

11. Add a note in the order explaining that the refund was requested because the order was switched from shipping to pick-up.