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Canceling a Sales Order

Canceling a Sales Order

Sometimes a sale falls through — the customer changes their mind, financing is denied, or the item is no longer available. Here is how to cancel a sales order.

Step by Step

  1. Open the sales order you need to cancel.
  2. Click the Cancel button.
  3. Confirm the cancellation when prompted.

What Happens

  • The order status changes to Cancelled.
  • Any linked delivery orders that have not been validated are also cancelled.
  • The cancelled order stays in the system for your records — it is not deleted.

Important: If you have already created an invoice for this order, you need to cancel or credit the invoice separately. Canceling the sales order does not automatically void an existing invoice.

Re-Opening a Cancelled Order

If the customer changes their mind again, you can set the order back to draft:

  1. Open the cancelled order.
  2. Click Set to Quotation.
  3. The order returns to draft status and you can edit and re-confirm it.

Tip: If the cancellation is due to a mistake (wrong product, wrong customer), it is often easier to cancel and create a new order rather than trying to fix the existing one.

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