How to Edit an Order in Xvantage for Associates

Overview:

This article explains how to edit an existing order in the Order Management section of Xvantage for Associates (X4A).

Process:

1. Go to My Apps and open Okta.

2. Search for X4A in Okta and then click it. Xvantage for Associates (X4A) will open in a new tab.

   • Tip: You can also open Xvantage for Associates directly from My Apps.

3. In X4A, select Sales from the left navigation menu.

4. Under the Orders section, click Order Management.

5. Use the search bar to locate the order that you want to edit.

6. Click the IM Order # (blue hyperlink) to open the order details page.

7. Click the Edit (pencil) icon next to the field that you want to update.

8. Modify the required information, then click Submit to save your changes.