Closing an Order

You can close an order in two different ways: 

1. Individual orders

2. Batch close orders

Why would you want to close an order though?

When you bring up the order list, you are shown by default Open orders. Closed orders are hidden. This makes for a more efficient list view.

When creating an invoice, you are also presented with a list of open orders. A shorter, filtered list might be preferable.

When to close an order?

An order is effectively completed when the goods have been delivered and an invoice has been recorded against it. There is little requirement from that point onwards to go back to the order. Closed orders can be re-opened of course and the history viewed, but generally when the order is idle it's a good time to close it.

Closing Orders

You can close an order individually by clicking the close icon, as show below:

You can also use the maintenance area - in Admin > Settings

Here you select the Business Unit and then what you want to close orders for and then the criteria.

There is no batch undo on this so choose wisely!

The Fully Matched option has a criteria of

1. Fully matched with an invoice
   
2. The invoice has been exported
   
3. There has been no activity for 20 days
   

You can override the 20 days by adding your own number in the "days delay before closing box"

Finding & Opening Orders

To open an order, head to your Order Lists and click the "Show Closed Orders" Icon as shown below

Make sure the date is sufficient enough to cover the date of the order - ie Last 12 months or All. 

Now search for your order.

You can open the order by clicking the Open Order button

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