The system allows canceling Standing Orders. This article explains how to do it. For reactivating a SO already canceled, read Reactivate a Standing Order Roles enabled to perform this action: Admin, Sales Manager, Sales, Procurement Manager, Allocations.
To cancel a Standing Order (SO), please follow the next steps:
- Go to Prebooks & SOs and select Standing Order Summary.
- Search the Standing Order.
- Click on Cancel from the Actions column.
- Click on Yes.
It is not possible to cancel a locked Standing Order.
If the Standing Order had Prebooks... If there are prebooks generated from this Standing Order, you might hold those Prebooks before canceling the SO, so they are not sold. To do that, click on View Prebooks in the Actions column and follow the instructions described on How to hold a Prebook item?. You should hold all the Prebooks which have not been billed or confirmed in the inventory. Once you have held the Prebooks, return to the Standing Order Summary and proceed with the cancellation.
