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Edit & Cancel Orders

Melanie
  • Updated

At times, communities may desire for Buyers to edit or cancel their orders (also known as a Change Order). 

An order can only be edited or cancelled, IF:

  • The order has not been received and
  • There are no pending invoices against the order.

To successfully cancel or edit orders:

  • Premium suppliers must enable settings in their store (some suppliers may not support Edit/Cancel Orders feature).
  • The settings has been enabled for the community, by Unimarket Support at support@unimarket.com. 
Note: The Allow Cancel Orders setting, can be enabled individually. However, the Allow Edit Orders setting can only be enabled, IF the Allow Cancel Orders setting is enabled.

 

Additionally, Unimarket can setup the Edit Orders to use Order Number Versions (e.g. order 123 was edited and is now 123/2) or a completely new order number.

 

Editing an Order

To edit an order, go the Marketplace module > select Orders > use the Search Order Number field or customize search by utilizing Filters > once the desired is located, select the order number > click More Actions > select Edit.

 

Once completed, the Checkout screen will appear displaying a confirmation alert stating:

 

The new Incomplete Requisition will order details can be modified as required from the Checkout screen, that includes:

  • Account codes (FOPAL)
  • Approval routing
  • Billing and Shipping addresses (Location Codes)
  • Items/Quantities and
  • Other related information, such as: Notes
Note: For information on how to add items to an Incomplete Requisition, refer to help article Cancel, Amend & Resubmit Requisitions.

 

Once checkout is complete, the modified order will be routed for approval. When the order is approved, a new order will be generated and sent to the supplier.

The notification to the supplier will provide a note that the new order has replaced a previous order.

 

Note: While an order is being changed, it is placed into a locked state. Further changes, receiving or invoicing against the order are not possible.

In this case a message will appear at the top of the order being changed, stating: "This order has pending changes (requisition xxx) and cannot be edited, cancelled, invoiced or received."

 

Cancel an Order

To cancel an order, go the Marketplace module > select Orders > use the Search Order Number field or customize search by utilizing Filters > once the desired is located, select the order number > click More Actions > select Cancel.

 

Once completed, the supplier will be notified that the order has been canceled.

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