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Reverse customer order inventory ​

When to use it ​

Use this guide when you need to reverse customer order inventory.

Before you start ​

  • Open Orders from the module menu. Your account must have access to this screen and permission for the action you want to complete.
  • Confirm the whole-order correction with Sales, Inventory and Finance before proceeding. This action also cancels the order.

What this changes ​

A successful reversal corrects the order’s linked stock entries, records the reason and marks the order Cancelled. Later stock costs are queued for recalculation.

A saved order records the customer’s requested items and prices. Saving a browser draft does not create an order. Later dispatch, delivery, invoicing and payment affect other records.

Steps ​

  1. Open the correct order and choose More actions → Reverse inventory.
  2. Enter a clear Reason explaining the correction.
  3. Check the order reference before selecting Reverse inventory.
  4. Check the result and the relevant inventory records before any further adjustment.

Screenshot placeholder: Orders: reverse customer order inventory.

Screenshot to add: Orders: reverse customer order inventory. Capture filename: images/reverse-customer-order-inventory.png.

Restrictions ​

This needs permission to manage inventory and a reason. It also cancels the order. It does not refund a customer payment or recall delivered goods; review payments, invoices and delivery separately with their owners.

If something went wrong ​

After an error or unclear Reverse inventory, reopen the original order and inspect its Cancelled status and stock history before repeating it. Reversal may have succeeded before a later calculation failed.

If the wrong order was reversed, give Sales, Inventory and Finance its reference and correct delivery/payment evidence. There is no undo-reversal control here. Agree any replacement and stock correction together; do not recreate an order or record a second delivery merely to offset the reversal.

What the correction changes ​

Inventory reversal also cancels the order and corrects linked stock entries. It does not refund cash, recall delivered goods or automatically correct external accounting.

Check the correction ​

Check the original reversal entries and any agreed replacement once. Review invoices, customer credit/payments and delivered goods separately.