# "Update/Refresh Pricing" Action in Sales Orders

**URL:** <https://community.striven.com/t/update-refresh-pricing-action-in-sales-orders/3527>\
**Category:** Enhancement Voting\
**Tags:** sales-orders\
**Created:** [August 5, 2026, 9:07pm UTC](https://community.striven.com/t/update-refresh-pricing-action-in-sales-orders/3527 "2026-08-05T21:07:54Z")\
**Posts on this page:** 2\
**Page:** 1

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**Author:** ![JK-KCFireplace](https://yyz2.discourse-cdn.com/flex032/user_avatar/community.striven.com/jk-kcfireplace/32/455_2.png) [@JK-KCFireplace](https://community.striven.com/u/JK-KCFireplace)\
**Post date:** [August 5, 2026, 9:07pm UTC](https://community.striven.com/t/update-refresh-pricing-action-in-sales-orders/3527/1 "2026-08-05T21:07:54Z")

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**Name of Feature/Request** : Button to “Update Pricing on Expired Sales Order”

 ![image](https://canada1.discourse-cdn.com/flex032/uploads/striven/original/2X/9/978a9444cff63848f64e6ba582c8f0e07e4e4ca5.png)

**What financial, time savings, or quality of life improvements will occur with this** : During peak seasons (fall/winter), our team handles an average of **10 customers per week** presenting expired Sales Orders. This translates to ~100 minutes (1.67 hours) of lost administrative time per week per rep.

**Attempted solutions so far** :Currently, reps must either rebuild the entire Sales Order from scratch or copy lines individually while manually referencing updated price lists.

**Digging deep - Any additional Why behind this request / How was this accomplished before Striven** :

1. While Striven supports saving quotes as templates, this approach only works for generic, standardized packages. It is inefficient for custom, site-verified quotes that feature unique measurements, specific component configurations, and tailored labor lines.
2. A Sales Order for custom installations (such as hearth and fireplace setups) represents valuable field data collected during on-site visits. Re-creating these line items introduces a risk of omitting critical hardware, accessories, or custom labor specs.
3. Sales representatives are frequently on live calls or face-to-face with clients who expect immediate pricing updates while discussing other aspects of their project. Forcing reps to reconstruct 10+ line items while holding a conversation leads to missed details, customer frustration, and unnecessary operational stress.

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<div class="post-metadata">

**Author:** ![JK-KCFireplace](https://yyz2.discourse-cdn.com/flex032/user_avatar/community.striven.com/jk-kcfireplace/32/455_2.png) [@JK-KCFireplace](https://community.striven.com/u/JK-KCFireplace)\
**Post date:** [August 11, 2026, 6:30pm UTC](https://community.striven.com/t/update-refresh-pricing-action-in-sales-orders/3527/2 "2026-08-11T18:30:14Z")

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Just FYI for those in the Hearth Industry that are about to see an uptick in people wanting to re-quote for this season, Our current workaround is:

### **The Customer Account Toggle Method:**

1. We created a faux customer called `VV Refresh Pricing` with NO contact info. NOTE: We created this faux customer w/ “VV” to stop Striven from populating other customers/records in the drop down box.

2. Navigate to the old, lost, or canceled sales order in Striven. Click the gear icons and **Copy Sales Order**.

3. Delete the existing customer’s name in the **Customer** field.

4. Select customer `VV Refresh Pricing` to Refresh Pricing.

5. When Striven prompts: “Would you like to supersede the pricing for the items on this order?”, **click YES.**

6. Clear the Customer field again, type the original customer’s name.

7. _ **Second Reversion Prompt Possible but we do not have tiered pricing just various discount line items:** _

8. Confirm all unit prices have updated to current catalog rates, then click **Save**.