Appearance
Cancelling orders
You can cancel a whole order or only some of its units. Cancelling releases any stock that was reserved for the cancelled units, takes them off pick lists and, for inbound orders, removes the expected inventory.
Who can cancel, and when
- Roles: Admin, Warehouse associate or Account owner. Kitters cannot cancel.
- Order state: concept, pending or processing. Orders on hold must be released first (or use the Cancel order task on the hold ticket, see Holds). Completed and cancelled orders cannot be cancelled.
- Units: there must be something left to cancel.
The Cancel button only appears when all of this applies.
Which units can be cancelled
| Item state | Can be cancelled | What happens |
|---|---|---|
| pending, backordered | Yes | Cancelled. |
| expected (inbound orders) | Yes | Cancelled; the expected inventory item is retired, so it no longer shows as incoming stock. |
| allocated | Yes | Unallocated first, so the stock becomes available again, then cancelled. |
| picking | Yes | Taken off the pick list and unallocated first, then cancelled. |
| picked, packed, shipped | No | Already physically handled. Unpick or unpack first if the goods should not go out. |
| received, built | No | Already in stock. |
| hold | No | Resolve the hold first. |
Cancelling the whole order
- Open the order and click Cancel.
- Leave the Items section empty.
- Click Cancel.
Boxture then:
- cancels the open pick lists of the order,
- unallocates everything that was allocated,
- cancels every unit that can be cancelled,
- cancels each line whose units are all cancelled,
- retires containers of the order that are now empty,
- sets the order to cancelled if every unit is cancelled.
If some units could not be cancelled because they were already handled, the order stays open for those units. When the remaining units are all done (shipped for sales orders, received for purchase and return orders, built for kit orders), the order becomes completed instead of cancelled.
Cancelling some units
- Open the order and click Cancel.
- Under Items, add a row per product: choose the Product and enter the Quantity to cancel.
- Add more rows if needed, then click Cancel.
Boxture cancels the requested quantity of that product from the units that can be cancelled. If there are not enough, nothing is cancelled and you get the message "Insufficient cancellable quantity of status … to cancel … units of …".
For orders with kits, you choose the kit product and the number of kits to cancel; Boxture cancels the matching component units.
Pick lists are cleaned up as well: pick list lines with nothing left to pick are cancelled, and a pick list with no lines left is cancelled.
Cancelled by allocation
Units can also be cancelled automatically: when allocation finds no stock and Allocation › Backorder allowed is off, the unit is cancelled instead of backordered. When all units are cancelled this way, the whole order is cancelled. See Backorders.
After cancelling
- Cancelled units show in the Cancelled counter of the order and lines.
- A cancelled order no longer blocks its customer reference number; a new order may use it again.
- For Shopify orders, the cancellation is reported back to Shopify (the fulfillment order is cancelled or closed). Other integrations can react to the cancel event through their flows.
- Cancelling can trigger messages and papers like any other order event.
Cancelling cannot be undone
A cancelled unit or order cannot be reopened. To process the goods after all, create a new order.