Voiding Pro Formas
- Ashley Stevens (Deactivated)
- Elliot Loeb
- David Haskell (Unlicensed)
- Tony Browne (Unlicensed)
Summary / TL:DR: If a customer has a proforma on their account that is blocking a new order, you can void the Pro Forma.
Step by step guide
In order to void a Pro Forma, you need to begin placing an order for the customer who has the Pro Forma you wish to void.
Go to the Order Entry screen and confirm you have a control group open.
Click the Add button.
Once you add the promotion code and hit enter, if the customer has Pro Formas, you will see a pop up similar to the below.
Highlight the Pro Forma order you wish to void.
Then click the trash can icon. This will void the Pro Forma.
Once voided, the Pro Forma Status column will show VOID.
You can then hit Escape and delete the order you starting placing.
You will need to balance/release your control group to post this void.
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