The process of reversing an order can be used if:

  • An order has been completed twice in error.
  • An order has been completed incorrectly.
  • A credit has been applied for an entire completed order.

1. From Stock Manager, click the Order Maintenance icon.

The Order Maintenance window is displayed.2. Click the the Completed Orders button. All previously completed invoices are displayed in grey font and by default, the last completed order is highlighted and displayed at the top of the page.

3. Click Find to search for the order.The Search window is displayed.
4. Enter the required invoice number and click Okay.

Note Click Enquire on the highlighted order to display the contents of the order and ensure that the correct order is being selected.

5. Highlight the order and click the Copy button.

The Copy Order Prompt is displayed.
6. Click Yes to continue.

The Order Editing window is displayed.a. Add in the Invoice number of the order being reversed with the leading letter C. Entering a at the beginning of the invoice number makes it easier to identify it as a credit invoice and prevents an extra prompt when completing the invoice. 

b. Enter a Description for the order reversal.

c. Enter a Sales Rep, if required.

d. Highlight each product in the invoice and click Change [ALT + C].

The Order Detail window displays.

7. Enter the current quantity as a negative quantity.

8. Click Okay to save.

9. Repeat steps 6d to 9 for each product that needs to be adjusted.

Note: Ensure that the Total GST and Total (Inc. GST) amounts remain the same.

10. Highlight and click Delete to remove any products where a credit is not required.

Note: Once all products have been adjusted to a negative quantity, ensure the GST amount and the invoice negative total amount, balances with the initial total amount entered.

11. Select Okay to continue.The Order Maintenance window is displayed. 

12. De-select the Completed check box.

Complete the invoice as per normal process.

a. Highlight the order and click Issue.

The order will update and display in Blue as an Issued Order.

b. Highlight the order and click Received.

i. Click Yes on the Receive Order prompt to continue.

 The order will update and display in Green as a Received Order.

c. Highlight the order and click Complete.

The Order Confirmation window is displayed.

Ensure all information is correct before proceeding.

The Invoice total should display a negative total for the same amount which the initial invoice was entered in at.

13. Click Okay to complete the order.14. Click Yes, on the Order Confirmation prompt to complete the order.The order has now been reversed.

By completing this order the stock on hand has been adjusted accordingly and removed at the correct unit cost that it had been initially completed in at.