Close Sales Order
In ERPNext v16, you can Close Sales Order completely or partially by clicking the “Stop” button. This is useful when you don’t expect any more fulfillment or billing. When Close Sales Order, users can’t make Delivery Notes or Sales Invoices against it anymore, but it keeps track of what was actually delivered or invoiced.
This feature is very useful when an order is only partially filled, the customer cancels it, or it is no longer relevant because the business has changed.
For example:
Someone asks for ten wind turbines, and a sales order is made for ten of them. There isn’t enough stock, so the customer only gets seven pieces. There is a Delivery Note and a Sales Invoice for the seven things. Later, the buyer tells you that they don’t need the last three Units anymore because they bought them from someone else.
In this case:
- There shouldn’t be any more Delivery Notes or Sales Invoices made for the rest of the order.
- It should be marked as Stopped so that the order doesn’t get filled by mistake.
In this case:
- Only the seven items that were delivered get a Delivery Note and a Sales Invoice.
- Then, you can Close Sales Order by clicking the Stop button.
When the Sales Order is set to “Stopped”:
ERPNext will stop:
- Creating new Delivery Notes
- Creating new sales invoices
The rest of the amounts (in this case, three units) will no longer show up in:
- Waiting to Send the Report
- Report for Pending Invoices
The order is technically closed, but all past transactions are still stored for practical reasons.
If you need to do more business on a Sales Order that has been put on hold:
- Use the Unstop option to turn the Close Sales Order, back on.
- Normal operations, like delivery and billing, can start again when the stop is taken off.
Notes:
- Only people who have the right permissions can Stop or Unstop a Sales Order.
- Stopping an order does not delete or cancel any Delivery Notes or Invoices that are already there.
- Reports and analytics still show stopped sales orders for your reference.
You can do the same things with Purchase Orders in ERPNext v16. When you stop a Purchase Order, it also stops the creation of Purchase Receipts and Purchase Invoices for items that are still due. However, it does not affect items that have already been received or billed.