Table of Contents

Sales Order Delivered and Not Invoiced

Thandi Lebeta Updated by Thandi Lebeta

Introduction

Suppose a customer wants to cancel a Sales Order delivered but not Invoiced on Odoo. In that case, the Warehouse team needs to communicate this to the Inventory and Warehouse manager to effect the correct action on Odoo. This can only be done if both of the following are true:

  • The goods have not left the warehouse.
  • A delivery note has not been handed to the customer.

Responsible Team

  • Warehouse Team
  • Inventory Manager
  • Sales Order Clerk

Navigate to your Odoo dashboard and click on this application: Sales

Navigate as follows to get to the correct screen:

Orders/Orders

On the search bar at the top, type in the Sales Order number and you should now land on a screen that looks like this:

Process

  1. Select the correct Sales Order, you should now land on a screen that looks like this:
  2. Click on the tab labelled [Delivery].
  3. Each brand should have its 'Delivery Transfer' as shown on the screen below:
  4. Click on each 'transfer', which could be any or all of the following brands:
    1. Botle Buhle Home
    2. Sales Tools
    3. Puer Fashion
    4. Puer Beauty
    5. Orijins
    To schedule a delivery for a specific date and time, click on the transfer you want to schedule.
    1. Click [Edit].
    2. Click 'Schedule time' as shown on the screen below:
    3. Select the 'Date and Time' for delivery.
    4. Click on the 'tick box' icon.
    5. Click [SAVE].
      The delivery for the sales order has now been scheduled in Odoo.
  5. To process a return for a sales order delivery, click [RETURN].
    1. On the pop-up message 'Reverse Transfer', click 'RETURN'.
    2. Click [VALIDATE].
    3. Click on 'Log note' and enter reasons for the reversal of each brand and reference the original Delivery as shown on the screen below:
      1. Click [LOG].
    4. Navigate back to the Transfers on breadcrumb.
    5. Check that Delivery transfers for all the Brands are returned to the Warehouse and notes are logged.
    6. Navigate back to the Sales Order on the breadcrumb. Quantities in the 'Delivered' column should now all be set to 'zero' on the Sales Order View. This means that all the Delivered Stock has been returned to the Warehouse on Odoo.
    7. Click on [CANCEL].
    8. Click on 'Log note' and type the return status of the Sales Order as shown on the screen below:
      1. Click [LOG].

FAQs

Who can process Sales order cancellations?
The warehouse manager needs to be informed if cancellation requests are made, this needs to be actioned by that person, i.e. Loukia Raftopoulis.

How did we do?

Cancelling a Sales Order Not Delivered

Cancel a Sales Order delivered and fully invoiced

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