Void a transaction

Overview

You may want to remove a transaction (for example, remove a duplicate sales order). You can void the transaction to undo the transaction.

Void transaction

Transactions can be voided by selecting the Void button in the top right of the Review screen.

From the left navigation, select Sales and then Sales Orders.
Select the required sales order from the list and then select Go to Admin.

Finally, select Void.

Standard users can't void locked transactions. Contact your administrator to void a locked transaction.

Voided transactions are permanently removed from the system after 6 months. Before they are removed, they can be found - and restored if necessary - from the related list page, by changing the Status to "Void".

Another way to void a transaction

Follow steps 1 and 2 as above.
Instead of selecting Void, select Void - Reverse Stock from the Cin7 Status drop-down.

When stock has been used in another transaction

If you find you are not able to void a transaction such as a Production Job, it is likely the stock has been used in other transactions such as a Sales Order. If this is the case, a window will appear indicating the related orders, preventing the current transaction from being voided.

It is possible to reverse this by "dispatching" any related Sales Orders, voiding the Purchase Order or Production Job, then re-dispatching your Sales with alternative stock.

FAQs

Will voiding a transaction in Cin7 Omni delete the transaction from my Accounting Software?

No. Voiding a transaction will not alter transactions imported to your Accounting Software. If you void a transaction from Cin7 Omni, you should also delete related transactions from your Accounting Software. This should be done with care and when in doubt, ask your accountant.

How can I view transactions I have voided?

To view transactions that have been voided, from the related transaction list page, change the Status drop down from "Open or Saved Draft" to "Void".