Cancelling Unshipped Orders

Orders can only be cancelled in Brightpearl if no items have been marked as shipped, the order is completely unpaid and not invoiced.

What you need to do depends on whether payment has been receipted against the order and whether it has been invoiced. Find the relevant scenario below to help you find out how to successfully cancel an order.

Note that additional steps may be required for orders downloaded from sales channels. Please check support documentation for the relevant channel.

Scenario 1

Shipped  quiz incorrent  Invoiced  quiz incorrect  Paid  quiz incorrect

If none of the items on an order have been shipped in Brightpearl, it can be cancelled. Even if you have completed some of the steps towards shipping in Brightpearl (fulfill, print, pick, pack) it can be completely reversed and cancelled as long as it hasn’t been shipped.

Follow these steps to un-fulfil an order:

  1. Go to Sales > Goods-out notes > Due to ship
  2. Find the relevant Goods out note
  3. Reverse all actions by using the Unprint / Unpick / Unpack buttons
  4. Click the Delete icon

deleting good notes

You will now have an unfulfilled order that can be cancelled. An order is cancelled in Brightpearl by moving it to your “cancelled” sales status. Choose your cancelled status as  Settings > Sales > Sales workflow .

Please note that you can also delete goods out notes without un-printing, un-picking or un-packing them - we will automatically do this for you if you don't do this before deleting the goods out notes.

Scenario 2

Shipped  quiz incorrect  Invoiced  quiz incorrect Paid  quiz incorrect

Payments can be reversed by allocating a negative payment against the order. This will allow you to then cancel the order in Brightpearl. Follow these steps:

  1. In Brightpearl, allocate a negative payment.
    This will mark the order as unpaid and reverse the sales receipt accounting.
  2. In Brightpearl, cancel the order.
    Move the order to the "cancelled" status to remove it from sales reports.

Scenario 3

Shipped  quiz incorrect Invoiced  quiz correct  Paid  quiz incorrect

Sales orders can be un-invoiced. This will reverse the accounting and re-open the order. This will then allow the order to be cancelled.

  1. In Brightpearl, un-invoice the order.
    This will reverse the accounting and re-open the order to edit.
  2. In Brightpearl, cancel the order.
    Move the order to the "cancelled" status to remove it from sales reports.

If you do not wish to use the un-invoicing option, then a sales credit can be used.

  1. In Brightpearl, clone the items on the order to a sales credit.
    Create the credit note only (click Credit), do not receive inventory on the credit, do not process a refund on the credit.

Note that, since the order shipping status will remain unshipped these orders will continue to show in "due to ship" order lists.

Scenario 4

Shipped  quiz incorrect Invoiced  quiz incorrect Paid  quiz correct

In this scenario the order can be un-invoiced and un-paid, which will then allow it to be cancelled.

  1. In Brightpearl, un-invoice the order.
    This will reverse the accounting and re-open the order to edit.
  2. In Brightpearl, allocate a negative payment.
    This will mark the order as unpaid and reverse the sales receipt accounting.
  3. In Brightpearl, cancel the order.
    Move the order to the "cancelled" status to remove it from sales reports.

If you do not wish to use the un-invoicing option, then a sales credit can be used.

  1. In Brightpearl, clone the items on the order to a sales credit, create the credit note and process the refund.

Note that, since the order shipping status will remain unshipped these orders will continue to show in "due to ship" order lists.

 
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