Table of Contents
Retail - Mark a Completed Purchase as Cancelled
Mark a Completed Purchase as Cancelled. Purpose. Use Mark as Cancelled when a completed purchase needs a Cancelled status and an audit note in Flourish Web. This action does not remove payments, upda…
Table of Contents
Mark a Completed Purchase as Cancelled
Purpose
Use Mark as Cancelled when a completed purchase needs a Cancelled status and an audit note in Flourish Web. This action does not remove payments, update till records, or change inventory. Use a void or return when those records need to change.
Prerequisites
- Confirm that the purchase is Completed.
- Confirm why the status needs to change.
- The user's role must include Cancel Completed Orders.
- Configure a cancellation reason if your facility requires one.
- Review any integration or jurisdiction effect before continuing.
Mark the Purchase Cancelled
- In Flourish Web, open Retail > Purchases.
- Filter for Completed purchases, or open All Purchases.
- Find the purchase and select its Purchase ID.
- Select Mark as Cancelled.
- Read the confirmation.
- Select a cancellation reason, if required.
- Confirm the action.
Expected Result
The purchase status changes from Completed to Cancelled. Flourish adds an order note with the user and time of the cancellation.
This action does not:
- Remove or refund payments.
- Change till records.
- Release or update inventory.
If Another Record Must Change
- To reverse a payment transaction, void the payment.
- To return items or refund value, process a return.
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