Order Soft Delete (Voiding an Order)

  • Browser
  • CRM Desktop (Windows)
  • iPad

Users can mark an Order for deletion without actually deleting it by using the Void status for an order, thus reserving actual deletion for the sales office.

For example, Sarah Jones creates an order for a customer and submits it. The customer tells her they provided the wrong delivery address for the order. Sarah void the first order and captures a new order with the correct delivery address. Sarah's supervisor reviews the voided order and approves deleting it.

Enabling Order Soft Delete


Ensure initial configuration is complete before enabling this functionality.

To enable soft delete (Order void):

  1. Remove the Delete button from the appropriate Order_vod page layout.
  2. Add the Void button to the appropriate Order_vod page layout.
  3. Add the Status field to the appropriate Order_vod page layout. This step is optional.

Using Soft Delete

Once the Order is voided, it is locked. Unlocking the order follows the same logic as Submit.

Voiding a parent Order also voids all child Orders.