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How to delete a sales order (SO)

Quickly and safely delete sales orders in Katana, freeing up inventory and resources.

Dayvid Lorbiecke avatar
Written by Dayvid Lorbiecke
Updated this week

Deleting sales orders (SOs) helps maintain an accurate and organized SO list. This action not only removes the order from your records but also adjusts inventory levels by uncommitting the products associated with that order.


Important considerations before deletion

  • Invoices: An SO cannot be deleted if there is an invoice linked to it.

  • Inventory adjustments:

    • Deleting an SO will remove it from the SO list and eliminate the committed quantities of products from the inventory list.

    • Deleting a Delivered SO increases the In stock quantity for the relevant products, as the previously sold products are added back to inventory.

  • Irreversible: Once an SO has been deleted, it cannot be undone.


Steps to delete a single sales order

  1. Navigate to the Sell screen:

    • From the top toolbar, click on the Sell screen.

  2. Open the SO:

    • Find the SO you want to delete and open it.

  3. Initiate deletion:

    Screenshot showing the 3-dots on a sales order
    • Click on the three-dot menu (⋮) at the top corner of the SO card.

    • Select Delete from the dropdown menu.

  4. Confirm deletion:

    • Click Yes in the pop-up window to confirm the deletion.


Steps to bulk delete sales orders

  1. Navigate to the Sell screen:

    • From the top toolbar, click on the Sell screen.

  2. Select SOs:

    • Check the boxes next to the SOs you want to delete.

  3. Initiate bulk deletion:

    Screenshot showing how to bulk delete sales orders
    • Click on the trashcan icon at the top of the list.

  4. Confirm deletion:

    • Verify that you want to delete these SOs in the confirmation prompt.


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