Order Actions

The Order Actions allow users to manage and control the state of a sales order, including cancelling, locking, or deleting the order based on the specific requirements or status of the order.

Cancel a Sales Order:

This feature voids the order, marking it as no longer valid.

When confirming to lock the order, you will need to check the following boxes:

1. I confirm that I want to cancel this order. This will revert all releasings, collections, returns, and refunds.

   <aside> ⚠️ When a Sales Order is cancelled, all associated releasings, collections, returns, and refunds will be reverted.

   </aside>

Lock a Sales Order:

This feature finalizes the order to prevent further changes. You can lock an order regardless of its order status. However, an order marked as Completed is automatically locked.

When confirming to lock the order, you will need to check the following boxes:

1. I confirm that this order is final and cannot be changed after locking.
2. Adjust quantities to match released quantities (optional)

   • If checked, the order quantity will automatically adjust to reflect the number of units that have already been released. For example, if the order is for 10 units but only 5 units have been released, the order quantity will be reduced to 5 units upon locking.

        ***Kapag naka-check ito, kusa nang mag-a-adjust ang order quantity base sa bilang ng units na na-release na.** Halimbawa, kung ang order ay para sa 10 units pero 5 units lang ang na-release, babawasan ang order quantity at magiging 5 units na lang pag na-lock.*
     

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Delete a Sales Order

This feature permanently deletes the order from the system, leaving no trace.

Deleting an order is only allowed under a specific condition:

• The order status is marked as Pending — No Collections and No Releasings. Ang order status ay naka-mark na Pending — Walang Collections at walang Releasings.

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Print a Sales Order:

This feature allows you to generate and print a copy of an existing Sales Order

1. On the selected Sales Order, click the “Print” button at the top of the page, beside “Cancel”
2. A list of printout types will appear — Order Acknowledgement, Delivery Receipt, and Invoice.
3. Choose the type of printout you need.
4. Click Print.

Sample Printouts:

Order Acknowledgement Printout

Delivery Receipt Printout

Invoice Printout

Next Step: Releasings Overview

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