Change sales order or return status

Find this screen

Open: Sales Orders > Sales Orders > Amend Order Status

Open: Sales Orders > Returns > Amend Sales Return Status

How to

Put orders or returns on hold or off hold

  1. Select the orders or returns that you want to put on hold or off hold.

  2. Select On Hold or Off Hold.

Note: Orders and returns that are On Hold can't be amended or printed.

Cancel orders and returns

  • Select the orders or returns from the list and click Cancel Order or Cancel Return.

See Cancelling sales orders, returns, invoices and credit notes.


Useful info

About amending order status

Use this when you want to change the status of a sales order. Orders can have one of the following statuses:

  • Live: The order has been saved and is in the process of being fulfilled.

  • On hold: The order has been put on hold, for example because the customer has exceeded their credit limit.

    Orders that are on hold can't be processed or printed, and can only be cancelled.

  • Completed: The order has been fully despatched and invoiced, or cancelled.

You cannot amend the status of orders that are complete.

About amending return status

Use this when you want to change the status of a sales return. Returns can have one of the following statuses:

  • Live: The return has been saved and is in process.

  • On hold: The return has been put on hold.

    Returns that are on hold can't be processed or printed, and can only be cancelled.

  • Completed: The return has been fully received and credited, or cancelled.

About cancelling orders and returns

When you cancel an order or return, this will cancel all the items that have not been despatched or received. If part of the order or return has already been invoiced or credited and you want to cancel this, you'll need to use the Cancel invoices and credit notes screen as well.

  • For order lines - stock is unallocated from any order lines yet to be despatched, and these lines are removed from the order.

  • For returns - any lines yet to be received are removed.

  • Despatched or received lines are not removed. To cancel these you need to amend the despatch / receipt first.

  • The order is marked as having cancelled order lines.


What happens when I

Put an order or return on hold

  • The invoice / credit note can't be amended or printed.

Cancel an order or return

  • All lines on the order that can be cancelled are removed.

  • A record is kept of all cancelled lines.