Table of Contents

Cancel a Sales Order delivered and fully invoiced

Thandi Lebeta Updated by Thandi Lebeta

Introduction

If a customer wants to cancel a Sales Order that has been fully processed on Odoo, 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 all 3 of the following are true:

  • The goods have not left the warehouse.
  • An invoice or delivery note has been created but has not been handed over.
  • The customer statement reflecting this transaction has not been issued.

Responsible Team

  • Warehouse Manager
  • Inventory Manager

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. Invoice Cancellation
    1. Select the correct Sales Order record, you should now land on a screen that looks like this:
    2. Click on the tab labelled [Invoices].
    3. The invoice should reflect an option to [RESET TO DRAFT], click on this.
    4. Click [CANCEL ENTRY].
    5. Click on 'Log note' and type the Sales Order status as well as reasons for cancellation, the screen looks like this:
      1. Click [LOG].
    6. Navigate back to the Sales Order on the breadcrumb.
  2. Delivery Reversal
    1. Click on the tab labelled [Delivery].
    2. Each brand will have its own Delivery Transfer as shown on the screen below:
    3. Click on each of the following Brand Delivery Transfers:
      1. Botle Buhle Home
      2. Sales Tools
      3. Puer Fashion
      4. Puer Beauty
      5. Orijins
    4. Click [RETURN].
    5. On the pop up message 'Reverse Transfer', click 'RETURN'.
    6. Click [VALIDATE].
    7. Click on 'Log note' and type the return status of each brand as shown on the screen below:
      1. Click [LOG].
    8. Navigate back to the Transfers on breadcrumb.
  3. Check if all the list of brands Stock is returned to the Warehouse and notes are logged.
  4. Navigate back to the Sales Order on breadcrumb. Quantities under Delivered and Invoiced columns will now all be set to '0' on the Sales Order View. This means that all the Delivered and Invoiced Stock has been returned to the Warehouse on Odoo.
  5. Click on [CANCEL].
  6. Click on 'Log note' and type the return reasons for the Sales Order cancellation as shown on the screen below:
    1. Click [LOG].
  7. The Stock on this Sales Order has been moved back into the Warehouse and Sales Order status set to Cancelled.

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?

Sales Order Delivered and Not Invoiced

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