This article outlines the steps to delete a Sales Order from the Navigation section in Sync. This area offers a detailed, centralized interface with access to advanced Sales Order features.
PURPOSE
To enable users to manage and modify Sales Orders directly from the Navigation panel, where more advanced options and configuration settings are available.
KEY BENEFITS
- Access to advanced filters and detailed order views
- Ability to manage Sales Orders in a centralized workspace
- Enhanced control through role-based permissions
FOLLOW STEPS BELOW:
1. From Navigation, Click on ‘Sales’
2. Click on ‘Sales Orders’
3. Within the ‘Sales Order’ Window, apply filters e.g. Order Type, Status, Category, Customer
4. Select a Search Criteria e.g. Sales#
5. Capture a Search Criteria
6. If applicable, click on the ‘Advanced Filter Mode’
7. Select an additional Search Criteria
8. Click ‘Search’
9. Double Click to Open Sales Order
10. Click on ‘Status’ and Select ‘Editing’
12. Click on ‘Delete’
ADDITIONAL NOTES
Role-Based Permissions control whether a user can edit or delete sales orders. Ensure appropriate access is granted.
line item if it was added incorrectly.
Once a Sales Order is deleted, the Sales Order Record is lost and the number will not be replaced.
If a sales order has been cancelled, do not delete it. Instead, use the cancel feature.
View the FAQ here:
NB. For a quick tutorial watch below