Order Cancellation
- 14 Jun 2024
- 2 Minutes to read
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Order Cancellation
- Updated on 14 Jun 2024
- 2 Minutes to read
- Print
- DarkLight
- PDF
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Cancel An Order:
WineDirect recommends only using the cancel order option if the cancellation is made on the same day the order was placed and has not yet been reported as a sale. Canceled orders will not appear in sales reports by default, so the report filters must be customized. Use the (Partial) Refund Tool for orders one or more days old.
1. Go to Store > Orders > click on the order number you want to cancel.
2. The order window will pop up. Example: Orders - 885755 for John Smith
3. Click the Status tab in the order window and select Cancel Order.
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4. By clicking on Cancel Order, two checked boxes will appear.
5. The first checked box is Return Inventory to Website Stock. If you want the canceled order to refund the stock back to the inventory, keep this box checked.
6. The second checked box is Send Cancellation Email to Customer. Uncheck this box if you do not want to email the customer an order cancellation.
7. Click Process in the Status tab and Close Window.
Please Note: Please make sure you also check the Compliance tab to make sure no order is being fulfilled. Select Void Compliance from the drop-down menu and then click Process.
Method To Remove Hold Orders:
Hold orders like pending orders are not fully processed. Hold orders are generally placed on hold through the AdminPanel or POS.
1. Go to Store > Product > Add A Product and create a fake test product at $0.
2. Go to the Store. Select the order number that was placed on hold.
3. The order window will pop up. Click on the pencil in the General tab to resume editing the order.
4. Click on the Ship Customer tab, and select Pick Up in the Shipping drop-down menu.
5. In the Items tab, clear everything out by clicking the [X] for any products, handling, or promos.
6. Click on the pencil in the Sales Tax row, and select Customer Is Not Taxable in the drop-down menu. Enter 0 for Wholesale Number and click Save.
7. The Items tab still adds the fake test product at $0.
8. In the Payment tab, you will see a note in red stating payment is not required as this is a zero-dollar order.
9. In the Review tab, uncheck confirmation emails to admin and customer and Process the order.
10. Go to the order # again; in the Status tab, click on Cancel order.
11. Go to the Payment tab, click Manual Mode [+], and select Voided— close the Window. Our hold order has now been canceled.
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