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Retail - Cancel a Completed Purchase

Sometimes, you might need to cancel a retail purchase after it is completed. Here is what you need to know: Marking a completed retail purchase as Cancelled does the following: Changes the purchase sā€¦

NIr Malchy
Updated by NIr Malchy

Sometimes, you might need to cancel a retail purchase after it is completed.

Here is what you need to know:

Marking a completed retail purchase as Cancelled does the following:

  1. Changes the purchase status from Completed to Cancelled.Ā 
  2. Appends to the order note to indicate when the purchase was cancelled after completion, and by whom.
This action is available only on the web app and does not release or update inventory allocated to the purchase, nor does it update payments or till records related to this order. You can learn more about Void a Transaction and Refund a Purchase.

Prerequisites

Set the user permission per Facility and User Role.

To edit the User Role to enable the cancelation of completed orders:

  1. Go to Manage Settings.
  2. Select User Roles.
  3. Select the Facility and the User Role to Configure.
  4. Locate the Retail section of the screen.
  5. Click the Actions menu next to Purchases:
    Click the Actions menu next to Purchases
  6. In the Actions for Retail Purchases window, toggle ON "Cancel completed orders"
    toggle ON "Cancel completed orders"
  7. Click the 'X' to close the Actions for Retail Purchases window.
  8. Click to save the user role!
You may need to log out and back in to see this change.

Cancel a Completed Purchase

  1. Go to Retail
  2. Use the STATUS filter to find Completed orders. Click Filter (You can also click the "All Purchases" button.)
    Use the STATUS filter to find Completed orders. Click Filter (You can also click the "All Purchases" button.)
  3. Locate the purchase by using the search line.
  4. Click the ID of the Purchase.
  5. Click to cancel the purchase.
  6. The "Confirm order cancellation" window opens to clarify the following:
    The "Confirm order cancellation" window opens to clarify the following
    1. This will not remove payments or affect inventory.
    2. Please use the return functionality to return inventory. Voids are not supported after the till is closed.
    3. If a reason for cancellation is required, select it from the dropdown.
    4. Click to Confirm.
  7. View the validation message .
  8. View the Note on the purchase order:
    Order has been cancelled from completed status by support_uat_retail@flourishsoftware.com on May 1, 2024 at 12:30:44 PM PDT.

How did we do?

Replace Customer - Change the Customer on a Retail Purchase

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