Close Sales Order
Closing a Sales Order means you're ending it before all items have been delivered. This is used when a customer cancels part of an order or when goods can no longer be supplied.
How to Close a Sales Order
- Open the submitted Sales Order.
- Click the Close button.
- Confirm the closure.
- The Sales Order status changes to Closed.
- Any remaining undelivered quantities are marked as closed.
When to Close Instead of Cancel
| Action | When to Use |
|---|---|
| Close | Part of the order was delivered; the rest won't be fulfilled |
| Cancel | Nothing was delivered; the entire order is void |
| Amend | Changes are needed but the order is still active |
What Happens When Closed
- Undelivered quantities are no longer available for future Delivery Notes.
- The order no longer appears in "Open Orders" reports.
- The delivered portion remains as is.
- The closed portion is tracked for reporting.