Overview
This guide explains how to void a sale order after approval. When a sale order is voided, the stock on hand quantity and related batch/serial numbers will be restored.
Void Sale Order
From the sale order details page, click the [More] button. Then, from the dropdown menu, you will see a [Void] button.
The [Void] button is controlled by a “Void sale order” permission. If you cannot see the button, please contact your admin account manager to add the required permission to your role.
After clicking the [Void] button, a popup window will appear. Click the [Proceed] button on the popup window, then the sale order will be voided.
Once the sale order is voided:
- The stock on hand quantity will be restored.
- If the product is batch-tracked or serialized, the related batch/serial availability will also be restored.
Sync with Xero
If the sale order has been sent to Xero, the void sale order will be synced with your Xero system.
- If the invoice is paid (or partially paid), it will not be able to void the sale order from StockUnify
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Only sale orders with invoices in the following Xero statuses can be
voided:
- Draft
- Submitted
- Authorised