Sales Cancellation

Add New Sale Cancellation

The Sale Cancellation feature in PrismERP allows users to cancel a full or partial sale invoice amount. You can also manage the canceled amount by adjusting it with the customer's ledger or issuing a cash refund.

Steps to Add Sale Cancellation

1. Navigate to Sale Cancellation:

   • Go to New Sales Cancellation.

2. Select Sale Invoice Number:

   • Choose the desired Sale Invoice No from the list.
   • Once selected, all relevant details will automatically populate in the Sale Cancellation page.

3. Provide Cancellation Details:

   • Full or Partial Cancellation: Specify whether you want to cancel the full invoice amount or only a part of it.
   • Adjust Cancel Amount:
     • Choose to adjust the canceled amount with the customer ledger (credit adjustment).
     • Or, select the option to return the cash amount to the customer.

4. Confirm and Save:

   • Review all details to ensure accuracy.
   • Save the Sale Cancellation entry to finalize the process.

Key Features

• Flexibility: Cancel invoices partially or fully based on the requirement.
• Payment Management: Handle canceled amounts efficiently with options for ledger adjustments or cash refunds.
• Automation: Auto-population of invoice details reduces manual errors and ensures quick processing.

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Sale Cancellation List

The Sale Cancellation List Page shows all the sale cancellations created in the application.

From the Sale Cancellation List Page, you can search and filter cancellations using the following criteria:

• Customer: Search by the name or ID of the customer associated with the cancellation.
• Cancellation No: Filter by the unique cancellation number assigned to each record.
• Branch: Narrow down the list to cancellations specific to a particular branch.
• Status: Search by the status of the cancellation (e.g., Pending, Approved, or Rejected).
• From Date / To Date: Specify a date range to view cancellations processed within that period.