Sales Order Deletion Codes

December 14, 2012 in Order Management,Release 9.5

Content of this Post

Step 1 - Code/Description

Purpose

This function is used to enter or modify the details of Sales Order Deletion Codes. Whenever an order is deleted in the sales order system, you have the option of recording a reason for the deletion. These reasons for deletion are called ‘sales order deletion codes’.

The sales order deletion codes are used for historical display and reporting purposes. They can be used to provide insight into the reasons orders are being lost or removed. They can assist in understanding where you might be able to improve the service you provide to customers.

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 items
  • Customer sourced elsewhere
  • Customer sourced alternatives
  • 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/ Description

All existing Sales Order Deletion codes and descriptions are displayed.

You may select an existing code and description from the grid to edit the details.
Click the delete icon in the grid to delete a Sales Order Deletion code.

To set up a new sales order deletion code, enter the code and description and click Add.
The new sales order deletion details are added to the list.

Once all the Sales Order Deletion details are listed in the grid as required, click Submit to update the database.

Code

Enter a unique code for the Sales Order Deletion.

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

Description

Enter the Sales Order Deletion description.

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

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