Cancel a Sale

The logic – as a sale is created from within a quote – it is also cancelled from here.

To cancel a sale – navigate back to the originating quote

Scroll down to the bottom of the Actions tab (on the right) – and click Cancel Quote

If PO/s have been sent to suppliers – BE will prompt you advising that these need to be cancelled before the sale can be cancelled.
(This is a safeguard to ensure that any PO’s for the sale are indeed voided)

If Purchase Orders have not been sent to suppliers (or when any sent PO’s have been cancelled) – you will be presented with a pop up window to record the reason for the cancellation – fill this in and click Cancel

The Sale and any associated PO’s will be cancelled.
(Only in Brandengine – not in your accounting software)

If you just want to make changes to the sale in Xero – click here

Things to Note

• If the sale invoice or PO’s have been sent to your accounting software you will have to cancel them in the respective accounting platform (eg Xero., MYOB)
• Cancelling a PO in Brandengine does not notify the Supplier that it is cancelled.
• The associated Job will not be cancelled automatically. This is because other sales from the same Project may have been sent to the same Job (This is a user choice). If the associated Job is “empty” feel free to Cancel it also.

Cancelled Items are Never Deleted
Brandengine never deletes data

You can re-use a cancelled quote – simply open it and Create a Revision or Duplicate to generate an active copy of the cancelled quote that can the be used as normal.

Cancelled quotes can be viewed in the associated Enquiry/Project by scrolling down to the Quotes block and click Show Cancelled

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Filter by the Cancelled status on the Quotes Summary Board