There are 2 main scenarios listed below when you need to remove a line from a Sales Order. There are more detailed notes that follow to explain how to delete the item from each module
TIP: Use the links button within the sales order line to jump to the specific modules that the line needs to be deleted from
Scenario 1 - Item is not marked as 'Dispatched':
- Delete the line all the way back off the order
- Delete off any linked outstanding invoices (administrators can make the invoice outstanding if already completed)
- Delete off any linked outstanding dispatch notes
- Delete off linked PO or un-allocate (if item coming/already received into stock)
- Delete off sales order
- NOTE: If the item has been marked as paid, it will not allow you to delete the invoice, but you can still delete all the way back and a credit will auto generate when you delete the item off the sales order. If the item was marked as ‘Pre-Paid’ the money will not be taken from the customer card until the item is dispatched so it can be deleted without credit.
- OR push the item all the way through to ‘Dispatched’ status and follow steps below…
Scenario 2 - Item is marked as ‘Dispatched’
- Create the sales invoice (can be zeroed and printed if don’t want customer to receive)
- Create a customer return and credit (zero and print if done this on invoice)
How to remove the line from specific modules (TIP: Use the links button within the sales order line to jump to these modules)
The item is on the Requirements list under the status as Requested
Enter into the Sales Order, double click the line that is to be deleted, click on the Delivery Details tab, and click Delete.
The item is Status Allocated on the Sales Order
Enter into the Sales Order and highlight the Line you want to delete.
Click on the Links tab
Double-click on the Production Information line
In the Product Record, click on the Balances button
Double-click on the line in Current Allocations then click to Yes to remove allocation
Enter into the Sales Order, double click the line that is to be deleted, click on the Delivery Details tab, and click Delete.
The item is on an Outstanding Purchase Order
Enter into the Purchase Order, double click the line to be deleted, click on the Extension tab, and click Delete.
Enter into the Sales Order, double click the line that is to be deleted, click on the Delivery Details tab, and click Delete.
The item is on a Purchased Purchase Order and is on an Outstanding / Stocked on Pre-Book Receipt Note
Enter into the Purchase Order, double click the line to be deleted, click on the Links button, and double click the Receipt Note link.
Enter into the Receipt note, highlight the line to be deleted and click delete.
Close the receipt note.
From within the Purchase Order, double click the line to be deleted, click on the Extension tab, and click Delete.
Enter into the Sales Order, double click the line that is to be deleted, click on the Delivery Details tab, and click Delete.
Note: Once the Purchase Order has been moved to the status of awaiting Receipt then there are two deletions for the item to be removed. The first delete will remove the sales requisition from the purchase and place the item back into the Requirements list, in the purchase order the sales requisition will be replaced with a stock requisition. This stock requirement can either be left on the purchase order and receipted in when the supplier sends the goods, or the stock requirement can be deleted. If deleted, then the supplier needs to be contacted to cancel the original order initially sent to them. To delete the stock requirement double click the line to be deleted, click on the Extension tab and click Delete.
The item is on a Completed Receipt Note
Enter into the Receipt note and highlight the Line to be deleted.
Click onto the Details button
Click into the Balances button
Double-click the line from Current Allocations and click Yes to de-allocate
Enter into the Sales Order, double click the line that is to be deleted, click on the Delivery Details tab, and click Delete.
The item is on an Outstanding Dispatch Note
Enter into the Dispatch note and highlight the Line to be deleted.
Click onto the Lines tab
Reduce the quantity to 0 and tick the Return to Stock box. Save.
Enter into the Sales Order, double click the line that is to be deleted, click on the Delivery Details tab, and click Delete.
Reducing a quantity on an Outstanding Dispatch Note
Enter into the Dispatch note and highlight the Line to be edited.
Click onto the Lines tab
Reduce the quantity and tick the ‘Return to Stock’ box if you want the stock to be de-allocated from the customer and returned back into stock. If you require the stock to remain allocated to the customer do not tick the ‘Return to Stock’ box.
Save
The item is on a Completed Dispatch Note
The item cannot be deleted off the Sales Order. The item needs to be returned through the returns system for credit.
The item is on a Completed/Posted Sales Invoice/Payment has been made.
The item cannot be deleted off the Sales Order as the customer has been invoiced. If the invoice has been raised in error the items still need to be dispatched but returned back through the return process, so a credit is raised against the invoice for the customer.