How to Cancel Sales Orders [Step-by-step guide]

You can Cancel previously handled Sales Orders. This article describes the steps and fields involved in the process.

WARNING: Any Shipments associated with the order must be Cancelled before the order itself can be Cancelled. To do so, follow the instructions in How to Cancel Shipments [Step-by-step guide].



Once a Sales Order is Cancelled, it can no longer be edited. Proceed with caution.

 

NOTE: If you intend cancel a Sales Order as you create it (for example, for testing purposes), review the workflow in How to Create a Sales Order [Step-by-step guide].



Executing this action on an On Hold order will cancel both the order and its associated virtual shipments, gracefully releasing the protected Virtual Allocation stock back.

NOTE: Make sure that you are operating at the right Vendor/Warehouse beforehand.

To cancel a Sales Order you will have to:

1. Click Sales Orders under Sales

2. Select all the orders you wish to cancel

3. Click Actions and select Cancel

NOTE: Cancelling an order changes its status to Cancelled and immediately releases any reserved stock. For more details on this impact, refer to  Understanding Inventory Levels and Order Status Impact [Information] and Sales and Purchase Order Statuses Definitions [Information].

4. Click OK to confirm the action

The system will confirm the result of the action for either positive or negative result through a pop-up message.