I need to cancel an order, but there is no "Cancel" action available to buyers. As the buyer, how do I cancel an order line in SourceDay?
Changes Coming Soon
Keep reading to the end for a sneak peak of upcoming improvements.
The "Cancel Action" is only available to suppliers. The best practice to cancel an order within SourceDay is to have the supplier initiate the cancelation process. This ensures that the supplier is notified and well aware of the canceled order. Just cancelling the order within your ERP does not trigger a notification to the supplier.
How Do I Do It?
1). Notify Vendor - select the order line you need to cancel and use the Messages action from the Action Menu. Then enter your message for the supplier to cancel the order line. Read more about Messages click here.
2). Cancel/Reject - the supplier then selects the order line and using the Reject/Cancel action from the Action Menu proposes a cancelation.
3). Update - the proposed canceled order line will be in your updates tab. From the Updates Tab select the order line and accept the proposed cancelation from the supplier. The order will be canceled in SourceDay and in your ERP. Additionally, the discussion and collaboration between you and the supplier will be saved in the order line's history.
Changes Coming Soon
Buyers will be able to propose cancellations to suppliers using the Accept/Propose Change Action.
Select the order lines from the Updates Tab and click on Accept/Propose Changes.
Then simply select "Cancel" from the list of buttons under the Order Details. You can cancel orders line by line or in mass using the Bulk Actions at the top of the Action Window.
Cancel sends a cancel notification to the supplier to review. This action will update the order status to propose cancel and move the order line to your Awaiting Response tab. Order lines can be cancelled at any point until an Advanced Shipment Notice (ASN) is created (partial or full shipments). If the Supplier accepts your proposed cancelation, this order line will come back to your Updates tab for you to Approve before updating your ERP.