Delete the sales order, invoice and audit trail transactions

If you don't use Sage 50 Accounts for stock control or stock valuation, you can just delete the sales order, invoice and audit trail transactions.

Once done, if required you can re-create the sales order as normal. If you want to use the same order number, enter this in the Order No field when creating the new order.

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Check which invoices were created by the sales order

1. Select Sales orders and select the required sales order then press Edit.
2. Select the Invoices tab and make a note of any invoice numbers.
3. Press Close.

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Delete the incorrectly despatched sales order

NOTE: Before deleting the sales order, you should print it for your records. If you want to re-enter the sales order later, to save you time, you can use the memorise and recall option. For more information on memorise and recall, refer to the article .

1. Select Sales orders and select the required sales order.
2. Press Delete then Press Yes.

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Delete the invoice

Check the status of the invoice

1. Select Invoices and credits then select the required invoice.
2. On the Posted column check the status of the invoice.
   
   If the status is Yes, you should also delete or reverse the audit trail transaction.

Delete the invoices

• Select the required invoice then press Delete and press Yes.

Delete or reverse the audit trail transactions

1. Select Transactions.
2. Locate and select the SI transaction then press Delete.
3. Press Delete or Reverse then press Yes.

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Print the Product Activity reports for all incorrectly despatched products

1. Select Products and services and select the required products then press Reports.
2. Select Product analysis and select the Product Activity report and press Print then press OK.
3. Ensure your printer details are correct then press OK.

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Make a note of the following for each incorrectly despatched item

• The quantity incorrectly despatched
• The quantity remaining and cost price of of any partly used AI or GI transaction

NOTE: Quantity remaining = Quantity - Quantity Used

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Correct the stock

NOTE: Only follow this step if your cost price changes. If your cost price never changes, you can adjust the stock back in, without having to do an adjustment out first.

Adjust out the full quantity of items in stock

For example, if quantity remaining in stock is 8 with a cost price of £100, and you incorrectly despatched 2 items, you should adjust in 10 items with a cost price of £100.

1. Select Products and services and press Adjustment out.
2. Select the Product Code dropdown and select the required product code and press OK.
3. Select the Quantity box and enter the number of items currently in stock.
4. Repeat from step 2 for any additional products.
5. Press Save then press Close.

Adjust the stock back in and include the items despatched in error

1. Select Products and services and press Adjustment in.
2. Select the Product Code dropdown and select the required product code.
3. In Quantity, enter the number to adjust back in, including any stock you despatched in error, then in Cost Price enter the cost price.
4. Repeat from step 2 for any additional products.
5. Select Save then press Close.

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Correct the product record Sales tab buckets

1. Select Products and services and select the required product then press Edit and press the Sales tab.
2. Locate the relevant month.
3. Reduce the Sales Cost by the quantity despatched in error, multiplied by the cost price.
4. Reduce the Sales Value - Actuals by the net sales price on the sales order, multiplied by the quantity despatched in error.
5. Reduce the Quantity Sold - Actuals by the quantity despatched in error.
6. Press Save.

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