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Overview


Excerpt

If for any reason an invoice needs to be canceled, please click the "Void" option. This article explains how to do it. Keep in mind that only the Sales Managers and Admins are allowed to void an order individually. The option to void orders massively depends on a setting per user.

 



Ui expand
titleVoid Orders Individually


Warning
titleImportant

Once an invoice is deleted or voided, it cannot be recovered; the items will be sent back to inventory and a new invoice should be created.  The voided invoice will remain visible on the Order Summary screen.  The invoice will be marked as "Voided" and the totals will be zero for both the box quantity and dollar amount.


Ui steps
sizesmall


Ui step

Go to Order Entry > Order Summary.


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Use the available filters to find the desired order.


Ui step

Once found, under the "Actions" column click on "Void".


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A confirmation window will pop up. Enter the reason and click on Void to finish.


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A message will appear at the top of the screen confirming that the order was successfully voided and in the Status column, a canceled icon will appear.






Ui expand
titleVoid Orders Massively

 

Warning
titleImportant

Once an invoice is deleted or voided, it cannot be recovered; the items will be sent back to inventory and a new invoice should be created.  The voided invoice will remain visible on the Order Summary screen.  The invoice will be marked as "Voided" and the totals will be zero for both the box quantity and dollar amount.


The system also allows to void orders massively. This option must be enabled from Setup>>Users>>Edit>>Options.

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Instructions

Once the option is enabled, the user must follow the next instructions to void an order:


Ui steps
sizesmall


Ui step

Go to Order Entry > Order Summary.


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 Use the available filters to find the desired orders.


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Select the orders you want to void.


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A confirmation window will appear where the user must enter the reasons why the order should be voided and enter the word CONFIRM in order to proceed.





Ui step

A message will appear at the bottom right hand corner of the screen confirming that the order was successfully voided and in the Status column, a canceled icon will appear.





Some orders have not been voided ¿What did happen?

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  • The order has a payment already associated.
  • The order has already been shipped.
  • The order is synchronized with an external system.
  • The Invoice Change Policy Set Up does not allow modify the order.





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titleRelated Articles

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cqllabel in ("voiding","void-orders","orders-management","void-invoice","cancel-invoice")
labelsvoid-orders cancel-invoice void-invoice voiding orders-management


Info
titleInformation
  • If any item of the order has already been shipped, the order cannot be voided. To void an order, use the Return Option with the scan gun in order to receive the product back first and then you will be able to void the order.
  • If an invoice has already been paid, the payment must be reversed/edited before the invoice can be voided.
  • The system will send an email notification to the user who voids an order and to the salesperson assigned to it.
  • If you want to know who voided a given order, you will see the username and time by hovering the mouse over the void icon.


Ui text box
sizemedium

(lightbulb) Roles enabled to perform this action: 

Single Void: Admin, Sales Manager.

Massive Void: Admins enabled a setting per user.