Sales & Back Order Deletion Reasons 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.
The delete reasons 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 order retention with changes to pricing, customer service etc.
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.
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 (EOD) 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 restore it back as a current order.
Example
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:
Reasons to delete back orders:
- Customer no longer required product
- Customer sourced elsewhere
- Customer sourced alternative
- Customer couldn’t wait
Reasons to delete quotes:
- Better price elsewhere
- Quote won
- Lost due to poor reviews
Reasons to delete orders:
- Duplicate order
- Customer in liquidation
- Entry error
Minimum Requirements
You do not need to establish any delete reasons unless you wish to track order deletion.
Changing Established Data
You can add new reasons or change the details of an existing reasons at any time.
Panel Options
- Standard panel features
- Maintenance
- Views
- Change Audit – lists data changes made over time to the delete code currently being viewed
- Deleted Orders – lists orders that were deleted for the reason currently being viewed
- Reports
- List Delete Reasons
- Deleted Orders reports