How to cancel a quotation and sales order

In this article we will take you through how to cancel a quotation and sales order.

N.B. This is a permissioned based role, if you do not have access to cancelling orders and quotes please contact your local Layer administrator.

Firstly you will need to establish if there has been any stock sent out to the customer. In our example we will make the assumption this is the case.

If you wish to cancel the order prior to any stock being dispatched please go to step 3 and complete the next steps from there.

Step 1 – Accessing and checking your order

Your customer may not be aware of which order number is associated with their order, if this is the case you will need to search the orders on the customer account.

From here you can access the sales order by clicking on the order reference

Once you have entered the order you are able to see the products have been shipped to the customer.

Step 2 – Returning stock

Prior to being able to cancel the order you would need to have the items which have been sent out to the customer returned.

Select the deliveries tab as indicated below

Now you are able to see the delivery information in order to access this simply click on the date

This will pull up all the delivery manager information, from here you will be able to register the return of the items by clicking on ‘Register Return’

Once you have selected the return you will see a pop up box at the top right of the screen

Now select save at the bottom of the screen, and close the window.

When the items are received back, you will now need to book them back in, to do so select the stock module

This will provide you with all the options relating to stock available to you, select Returns

All items you have marked for return will show on this screen

In order to book these items back in please select ‘Mark Received’

Again you will be presented with a pop up to confirm this action. Your devices have now been returned.

Step 3 – Cancelling your order and quotation

Select the order you wish to cancel either by searching the order reference or the customer and checking the list of orders. Once you have selected your order you will have the full details on the screen. Which is showing the items have been returned.

To cancel the order simply select ‘Cancel’ at the top of the screen

As this action will impact the order and also any quotations which are attached you will be presented with the confirmation of the cancellation.

Select ok

This will pop up with an email confirmation to send to you clients and also a pop up box to confirm the cancellation

This have now cancelled your order

This action has also cancelled the associated quotation

Both your sales order and quotation have now been cancelled and no further action is required.

Author: Natalie Dryburgh