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Joined: 10/17/2007(UTC)
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We want to be able to cancel an order -
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Rank: Member
Joined: 11/5/2003(UTC)
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Go to Options->Orders->Order Status Codes and create one called "Cancelled" if it doesn't already exists. Then edit your order and where status code is displayed you'll see two arrows which can be used to change the status of the order.
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Rank: Member
Joined: 3/3/2006(UTC)
Posts: 1,737
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rddusa,
Keep in mind that while you can make any status code up to fit any situation, assigning this code to an order is like adding a hand written note just for humans to see.
Inventory, accounting, etc. isn't affected by adding this 'note' to the order. It will show up in the Order Mgr list and act as a visual flag. |
Optimists invent airplanes,
Pessimists buy parachutes. |
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Rank: Member
Joined: 10/17/2007(UTC)
Posts: 10
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we've got bv 5 - Where exactly i need to go? where is the options tab? order status codes? it's seems they aren't available for me...
Thank's
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Rank: Member
Joined: 3/3/2006(UTC)
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rddusa, go to the BV5 manual site and watch the videos. Read everything else: http://www.bvsoftware.com/bvcommerce5manual/ Follow the arrows: MitchA attached the following image(s):  orders-1.jpg (65kb) downloaded 117 time(s).You cannot view/download attachments. Try to login or register. |
Optimists invent airplanes,
Pessimists buy parachutes. |
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Rank: Member
Joined: 2/7/2006(UTC)
Posts: 66
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This is something that cropped up with us right away after I set our call-centre up with our new BVC5 system last week. Creating a new status code is all well and good but as has been pointed out by Mitch this doesn't actually cancel the order from a logic perspective, it only adds a comment to that effect to the order.
To be honest, I'd really like to know what the intended process was for cancelling an order. We've already got several orders on our system that customers wanted to cancel and the only thing I can come up with is to return the goods (so that there is nothing left on the order) but in some cases that's left me with postage to pay, if I don't want the order to keep cropping up on my unpaid lists then I end up having to put a fake cash received in. I don't want to DELETE the order because then I lose the record of the credit card refund if there was one (which is obviously important). What should I (and by the sounds of it, rddusa) be doing to cancel an order properly within BV? - If this *is* covered in the docs then I couldn't find it.
Many thanks, Matt |
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Rank: Member
Joined: 10/17/2007(UTC)
Posts: 10
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My bad....we have an earlier virsion it's the bv 2004.9 - Is there a online manual for that version?
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Rank: Member
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Yea...... BV4 and BV5 are different. Different forum areas too, scroll down a bit. BV4 manual: http://www.bvsoftware.com/bvc2004/manual/ |
Optimists invent airplanes,
Pessimists buy parachutes. |
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Rank: Member
Joined: 10/17/2007(UTC)
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Thanx for your help marcus.... :smilewinkgrin:
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Rank: Member
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Optimists invent airplanes,
Pessimists buy parachutes. |
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Rank: Member
Joined: 10/7/2005(UTC)
Posts: 43
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I do not think Matt's question was answered and I too have the same question. If we refund or cancel an order how do we keep the order as an archive in case we need to refer to it in the future? We can return the product but that still leaves a balance owed of shipping and handling fee's. The goal for us would be to modify an order to $0 dollars and so it does not come up in queries when looking for unpaid and unshipped orders. Any suggestions?
Thanks,
Rick |
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Rank: Member
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I'm not on SP3.x yet, (maybe this week)... Wasn't shipping going to be editable in 5.3.x? Everett promised this almost a year ago. |
Optimists invent airplanes,
Pessimists buy parachutes. |
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Rank: Member
Joined: 10/7/2005(UTC)
Posts: 43
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Some sort of feedback would be great since we all have orders daily that are being voided and no way to reduce shipping to zero. Any thoughts? |
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Rank: Member
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Rank: Member
Joined: 10/21/2008(UTC)
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Originally Posted by: "Matt"  To be honest, I'd really like to know what the intended process was for cancelling an order. We've already got several orders on our system that customers wanted to cancel and the only thing I can come up with is to return the goods (so that there is nothing left on the order) but in some cases that's left me with postage to pay, if I don't want the order to keep cropping up on my unpaid lists then I end up having to put a fake cash received in. I don't want to DELETE the order because then I lose the record of the credit card refund if there was one (which is obviously important). What should I (and by the sounds of it, rddusa) be doing to cancel an order properly within BV? - If this *is* covered in the docs then I couldn't find it.
Originally Posted by: "KastwayAirsoft"
I do not think Matt's question was answered and I too have the same question. If we refund or cancel an order how do we keep the order as an archive in case we need to refer to it in the future? We can return the product but that still leaves a balance owed of shipping and handling fee's. The goal for us would be to modify an order to $0 dollars and so it does not come up in queries when looking for unpaid and unshipped orders. Any suggestions?
This corresponds to BV4's Void Selected Orders button. I don't understand why this feature was not included in BV5. Any information about how to void orders will be very useful for me as well. |
Can Agaoglu
The Araca Group |
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Rank: Member
Joined: 6/6/2005(UTC)
Posts: 483
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When I cancel an order I add comments in the Notes section or in the customer comments field if I want the customer to see them.
To zero out other charges like shipping you can either handle it within the customer discount section (which doesn't always work for me) or by making a faults deposit to bring the order into balance. I'm not sure what happens to the shipping charges if you import your data using the Quick Books Connector. Everything has to balance so if it picks up the shipping charges there has to be an offset somewhere else. I know it will pick up Zero Total Orders so <shrug>.
Bob Noble
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Rank: Member
Joined: 11/24/2004(UTC)
Posts: 139
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I too would like to VOID an order completely through the system as it did in 2004. I don't want to lose the documentation. Did anyone find out how to do this in 2005?
Thanks,
Barb
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Rank: Member
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You can't. The ability to void an order like in BVC2004 is not a feature of BVC5. |
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Rank: Member
Joined: 8/17/2006(UTC)
Posts: 681
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Hi everyone,
I've implemented sort of "poor's man cancel order" for BV5.3 if anyone wants it please let me know.
It goes like this:
1. There is a new cancel button on the order.
2. It will cancel an order (put it into a custom state of "Cancelled")
3. AND return stock back to the inventory
4. And block the order from beeing updated anymore (there are still ways around it but you can't edit the order simpy by clicking on edit)
5. It only works if the order is on zero with the payments (e.g. not paid or fully refunded). You will have to manually refund an the order to get it on zero money before you can cancel it.
6. You can still add comments to the order
Let me know if you want this by writing to corneliu at acorns com au and I'll email you the changed files.
The operation is not 100% user proof. You can still work around it and mess up your inventory/orders but it does the job nicely for us.
Regards,
Corneliu. |
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