Retail - Cancel a Completed Purchase

Cancel a Completed Purchase

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 instead when those records need to change.

Prerequisites

Before you start:

1. Confirm the purchase is Completed.
2. Confirm why the status needs to change.
3. Confirm your role includes the Cancel completed orders permission.
4. Configure a cancellation reason if your facility requires one.
5. Review any integration or jurisdiction effects before continuing.

To grant the permission:

1. Go to Manage Settings > User Roles > Web Application
2. Select the Facility and User Role to configure.
3. In the Retail section, open the Actions menu next to Purchases.
4. Toggle on Cancel completed orders.
5. Select Save.
6. Log out and back in to apply the change.

Mark the Purchase Cancelled

1. In Flourish Web, open Retail > Purchases.
2. Filter for Completed purchases, or open All Purchases.
3. Find the purchase and select its Purchase ID.
4. Select Mark as Cancelled.
5. Read the confirmation carefully.
6. Select a cancellation reason when required.
7. Confirm the action. Click Yes.

Expected Result

The purchase status changes from Completed to Cancelled. Flourish adds an order note with the user and time of the cancellation.

If Another Record Must Change

• To reverse a payment transaction, void the payment.
• To return items or refund value, process a return.

Related Articles

• Retail - Void a Transaction
• Retail POS Refund a Purchase
• Set Up Retail Reasons for Cash, Discounts & Variances