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

Modified on Tue, 5 Aug at 2:54 PM

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].

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 Pipeline and select Cancel

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.