What does the Vendor Order Delete Functionality Do?
The vendor order delete feature is a new addition to the vendor order screen in Service Box. When users click on the delete button, a confirmation dialog box pops up, asking if they are sure they wish to delete the vendor order. Once confirmed, Service Box will delete the vendor order from the system.
There are certain rules and guidelines related to when vendor orders can be deleted that our customers should be aware of:
1. If a vendor order has received items, all received items will have to be zeroed out before the vendor order can be deleted. This means that if users try to delete a vendor order with received items, the delete button will be disabled, and a tooltip message will appear saying that the vendor order with received items cannot be deleted. To delete the order, users will have to change the status and zero out all the received items within that specific vendor order.
2. If a vendor order has external links, such as those that have been synced to their accounting software, users must delete the link before the system will allow them to delete the vendor order. If a vendor order has an external link, users will see a blue button on the top right corner of the vendor order screen, saying "show links." Users must click on the delete button within that link to delete all the accounting links. Once this is done, users can close the link and delete the vendor order out of Service Box.
Applicable Access Level
Service Box has access levels set up in its secure site. By default, admin users of the platform will have access to the vendor order delete functionality. However, if in the future, users want any of their specific user types to be able to delete a vendor order, they can reach out to Service Box, and the access level for that certain user type can be enabled.
Conclusion
The vendor order delete functionality is a valuable addition to the Service Box platform. It allows users to delete vendor orders with ease with a few specific rules and guidelines for customer protection. By following the steps outlined in this article, users can ensure that they delete vendor orders correctly and efficiently. If you have any questions or concerns, please reach out to the Service Box support team([email protected]) for assistance. We'd love to help!