Deleting Sales Records
Updated 3 weeks ago
When dealing with sales records that are no longer needed, the recommended practice is to cancel the record rather than deleting it. This ensures a complete history of events remains available. It is possible to un-cancel a sales record, but it is not possible to un-delete one.
In some circumstances, it is not possible to delete a sales record at all. This is true of sales records that have a signature recorded against them, and records that have a payment recorded against them. In this instance, cancelation is the only available option.
Delete a Sales Record
Although there are occasionally good reasons to do delete a record (duplication, significant data entry error, etc) please consider cancelation before deletion.
If you wish to completely delete a sales record, and the system will allow it, you can do so by:
- Open the record in question
- Navigate to the Options menu in the top righthand area of the screen
- Select Delete Sale
- Be sure that you wish to completely delete the sale (this is not reversible), and confirm via the popup.
