Overview
Sometimes you may need to delete a sales order that has been imported or created in error, or cancelled.
This must be done one sales order at a time. If you have lots of sales orders to be deleted please email
support@khaoscloud.com and we may be able to assist.
Usage
- Move the sales order to any of the following stages in [Sales Invoice Manager]:
- Manual Hold (Preferred)
- Staging
- Released
- Open the sales order by double clicking it and selecting Go to Sales Order.
- Click Edit and go to the payment tab.
- Green select the payment line (if present) and click the red Del button at the top of the payments grid.
- Click Save Sales Order.
- Click the red Delete button.
Notes
If a payment was present at step 4 this will also need to be removed from the customer record statement tab.
- Open the company record.
- Open the Statement tab.
- Green select the relevant payment.
- Click on the Actions button.
- Select Delete Payment.
- Click Yes and then Continue.