How Do I Delete an Order on Sage?

To delete an order on Sage, the specific steps depend on the order's status (sales order vs. invoice) and where you are in the Sage accounting process. Here's a breakdown of how to delete an order in different scenarios:

Deleting a Sales Order (Before Invoicing)

If the order is still a sales order and hasn't been invoiced yet:

1. Click on Sales orders.
2. Select the sales order you want to delete.
3. Click Delete.
4. Click Yes to confirm the deletion.

Deleting an Invoice

If the sales order has already been converted into an invoice:

1. Click on Invoices and credits.
2. Select the invoice you want to delete.
3. Click Delete.
4. Click Yes to confirm the deletion.

Deleting a Transaction (If the Invoice has been Posted)

If the invoice has been posted as a transaction, you need to delete the transaction itself:

1. Click on Transactions.
2. Locate the SI (Sales Invoice) transaction you want to delete. You might need to filter or sort to find it easily.
3. Select the SI transaction.
4. Click Delete.
5. Click Delete again (to confirm you're deleting the transaction).
6. Click Yes to finalize the deletion.

Important Considerations:

• Auditing: Deleting transactions directly impacts your audit trail. Consider creating a credit note instead of deleting, especially for posted invoices, to maintain proper accounting records.
• Permissions: Ensure you have the necessary user permissions to delete orders and transactions within your Sage system.

Deleting an order on Sage requires navigating through different modules depending on its state. From sales orders to invoices and finally transactions, each step requires a specific action to ensure the deletion is performed correctly. Always consider the implications of deleting transactions on your audit trail.