How to Cancel a Sales Order

1.  In Order Management, click to highlight sales order.

2.  Press Cancel Order button.

3. Select Cancel Reason, Cancel Reason Notes (optional) and click Yes

• Related Articles

• How to Create a Sales Order

  1. Click on Create New Order icon 2. Search for Customer Account Location using Search Criteria 3. Select Account and Create Order Record 4 (a). Create BULK Sales Order 4 (b). Create Cylinder Sales Order

• How to Cancel Order(s) from Route Exceptions

  Select order(s) to cancel and click on the Cancel Open Orders icon

• How to Cancel Order(s) from Non Delivery

  1. Go to Non Delivery section, then select order to cancel on grid 2. Click on the Cancel Order(s) button 3. Select Cancel Reason and Cancel Reason Notes (Optional) 4. Click Yes

• Create & Assign a new sales order to a route from Dispatch

  1. In the Account Management section in Dispatch, right-click on account on the Search Results grid 2. Create new order, then click Save 3. Assign order to selected route

• How to edit an incomplete order

  1.  Double-click on incomplete order. 2.  Edit order details to complete order Record.