Sales & Back Order Deletion Codes

October 18, 2015 in Order Management

Purpose

Sales & Back Order Deletion Codes allow you to keep track of the reasons orders (including Sales, Quotes, Drafts & Transfers) & back orders are deleted. Whenever an order or back order is deleted, you have the choice to record a reason for the deletion.

This procedure is used to enter or change the details of Sales & Back Order Deletion Codes. The deletion codes are used for display and reporting purposes. They can be used to provide insight into the reasons orders are being lost or removed from the system to assist you in understanding where you might be able to improve your customer service.

The list of deletion reasons is a user defined choice in OA but to give you a starting point, here are some suggestions commonly used by clients:

  • Customer no longer required product
  • Customer sourced elsewhere
  • Customer sourced alternative
  • Customer couldn’t wait

Once a sales order is deleted, you can still view the sales order details via the ‘Deleted Orders (Details)’ display. There are also reports available to help you review and analyse all deleted orders/items and the reasons they were deleted.

The End of Day process produces a report of all Sales Orders deleted during the day. You can use the EOD Report Manager to direct that report to the right manager for review, or you can switch it off if it is not something you require.

At present, there is no facility to ‘undo’ a deleted order and move it back to a current order.

Data Input

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Step 1 – Code

Code

Enter a unique code for the Deletion Reason.

For details on the use of “codes”, see The Role of “Codes” in Online Advantage
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Step 2 – Details

Description

Enter the Deletion reason.

For more details on descriptions, see The Role of “Names & Descriptions” in Online Advantage

Applies To

Select the types of orders that this reason applies to. You can select multiple order types. This field is used to create relevant lists for user choice when the order is deleted.

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