Sales orders can be cancelled and even deleted as long as they are not paid, fulfilled or invoiced. When an order cannot be cancelled a sales credit is used to process a return.
If the order has been part processed, steps can be taken to reverse those processes which will then allow cancellation:
If the order has been paid or part paid a reverse payment can be entered to set the order back to unpaid.
When a sales order is fulfilled it creates goods-out notes. Goods-out notes which have not been shipped can be deleted, this will unfulfil the sales order allowing it to then be cancelled. Even if the goods-out note has been printed, picked and packed those steps can be undone in order to enable deletion.
If a goods-out note has been shipped it is not possible to reverse fulfilment and the order must be completed by invoicing.
Invoiced orders should be handled by creating a sales credit. Although it is possible to un-invoice this feature is intended only for making corrections with the aim of re-invoicing. If an order is un-invoiced and then cancelled it will cause an invoice number to be skipped. This maybe identified as "missing" by an accountant or auditor. Please seek advice from your accountant.
Cancelled orders are excluded from sales reports by default, but can be included using filters.
How to cancel an order
Cancelling sales orders requires a specific sales order status to be created and defined at the "cancelled" status in the sales workflow at Settings > Sales settings > Sales workflow.
- Search for and open the order.
- Update the order status to the “cancelled” status.
Deleting an order will completely remove any record of it. It is not possible to undo deletion of an order. An order can be deleted as long as it is not paid, fulfilled or invoiced.
If an order from an integrated sales channel is deleted, it may re-download, so should be cancelled directly on the sales channel before removing from Brightpearl.
How to delete an order
- Go to Sales > Recent Sales/Quotes.
- Use the filters to search for the order or orders to be deleted.
- Use the checkboxes to select the order or orders to be deleted.
- Click the Delete button.
Re-using order numbers
The next order reference can be reset in Sales Settings. If the most recent order(s) have been deleted, the next order reference can be reset so that no order numbers are skipped.