How to Cancel an OrderUpdated a year ago

Overview

This article outlines the procedures for closing orders in NetSuite, including steps for handling Item Fulfillment (IF) and the necessary approvals from leadership.

Conditions for Closing Orders

• Orders without Item Fulfillment (IF): Can be closed directly.
• Orders with Item Fulfillment (IF) created: Require deletion of the IF to close the order.

Steps for Orders with Item Fulfillment

1. Contact Warehouse:
   • Confirm if the shipment can still be stopped.
   • If stoppable, proceed to the next step.
2. Contact Leadership Team:
   • Leadership or management must delete the IF from NetSuite.
   • Only authorized personnel (leadership or management) have the rights to delete an IF.
3. If Item Fulfillment Cannot Be Stopped:
   • Follow standard protocol for requesting a return to sender or package recall.
   • Do not close the order.

Detailed Process

Checking for Item Fulfillment

1. Open the Order in NetSuite:
   • Navigate to the order you wish to close.
2. Scroll to Sublist:
   • At the bottom of the page, check the following records:
     • Related Records: Look under Transactions.

3. Verify Item Fulfillment Status:
   • If "No records to show" is displayed, the IF has been deleted by a leadership or management team member.
   • Ensure the order status is still "Pending Fulfillment".

Closing the Order

1. Close the Order:
   • Click the 'Close Order' button.
2. Confirmation:
   • The order status will change to 'CLOSED' at the top of the screen.

Important Note

• Customer Communication:
  • Do not confirm cancellation with the customer until the order has been successfully cancelled by the warehouse.