Cancel the Remaining Quantity in a Part Shipped Order

Cancel the Remaining Quantity in a Part Shipped Order

Overview  

This video details the process to be followed if needing to cancel the remaining items on a part shipped order (Back Order). There are step by step instructions below the video.



Steps 

  1. Identify the order in [Sales Invoice Manager] Awaiting Stock stage.
    1. Any order with a tick in the BO column has been part shipped.
  2. Go to the order by double clicking it and selecting Goto Sales Order from the popup dialog.
  3. Click Edit then identify the products that have not yet been sent and green select them.
    1. If there are products where no items have been sent then these can just be deleted from the Sales Order by clicking Edit followed by the Del icon at the top of the items grid.
  4. Click the orange Grid Actions button and select Cancel Remaining Quantity.
  5. Click Save Sales Order.
    1. The system will move the invoice to the Current archive section of [Sales Invoice Manager].

    • Related Articles

    • Part Ship a Sales Order

      Overview The below explains how to part ship a partly fulfilled sales order in the system. Usage Locate the order you wish to part ship in the Awaiting Stock stage in Sales Invoice Manager. Green-select the order. Use the Actions menu to Release the ...

    • Cancel a Sales Order

      Overview You can cancel a sales order if the customer no longer wishes to purchase the items from you. See the video to show you how to do this. There are also step by step instructions below the video. Steps Ensure the payment for the order is ...

    • Delete a Payment from a Sales Order

      Overview If you add a payment incorrectly and wish to delete it, this video describes the process. A step by step guide can be found below the video. Steps Ensure the Sales Order is in Edit mode. Go to the Payment tab. Green select the payment line ...

    • Minimum Order Quantity

      Overview The below will show you how to add a minimum order quantity for purchase orders at a supplier level E.g. a Purchase Order needs to be £500 or it needs to be x amount of units Usage There is the option of having individual items from a ...

    • Delivery Note BO QTY value

      Problem When processing a delivery note, the default value in the BO QTY box is 9999.00, have I missed a setting somewhere for this to be set so high? Solution This number is so high because the system is designed to assume that you will want all of ...