Reverting a sales order from Done to Open allows for modifications to order details which are otherwise locked post-delivery. This is crucial for correcting or updating order information after it has been marked as completed.
You can revert an entire packed or delivered order or part of an order to a Not shipped status. Reverting is required if you want to change SO details since editing isn't possible for packed or delivered orders.
For multi-fulfillment orders, each fulfillment can be reverted separately. If a fulfillment has multiple line items, they have to be reverted together.
Reverting back to Not shipped status also reverts the inventory quantities. In stock quantity is increased, and the order quantity is added to commitments.
An order or its fulfillment can be reverted only on the SO card view. Reverting a SO is not possible on the Sell screen as a bulk action.
Reverting an entire order
Click on the three-dot menu on the top-right of the order.
Click on Revert all
Reverting part of an order
Find and click Revert on top of a fulfillment section:
Read more about sales order statuses.
Your feedback is invaluable. Let us know your thoughts on this article or anything in Katana you'd like to see improved: [email protected]