Modify or Cancel a Sales Order

Use the order detail page to edit notes, change an available order state or delete an order. These actions manage the Crunch order record; they do not issue a payment refund.

Edit Reference and Notes

Open Sales Orders, select the order and choose Edit. The edit form allows Reference ID and Notes updates. Order number, state and line items are shown for reference; line-item editing is not exposed there.

If the item mix is wrong, review the order's state and inventory consumption before creating a replacement so stock is not counted twice.

Change the State

Use the state controls on the detail page. Available transitions depend on the current state. Bulk More actions → Update State can apply the same state to selected orders.

Use Cancelled when an eligible order should stop progressing while retaining its record. Changing the state is not a payment reversal. Do not assume cancellation restores stock already consumed by a completed order.

Delete an Order

Delete is available from the detail page and bulk actions. Review the confirmation carefully: the dashboard has no undo action for deletion.

Deleting removes the record from normal order views. For a completed order with recorded stock consumption, deletion restores the quantities from that inventory history. Imported historical orders may have no such movement to reverse. Check the order source and stock history before deleting a completed sale.

Refunds and Voids

The Sales Orders dashboard does not provide a separate payment-refund or till-void tool. Handle the payment reversal in the system that took the payment, and review the corresponding Crunch order separately.

Cancelled or deleted orders may be excluded from analytics depending on its state filters; retaining a record does not guarantee that it contributes to revenue totals.