How to close Open orders

Overview

Who can use this feature?

Admins and managers

All plans

This article provides an overview of order status and how to close orders in the web app.

An open order means it hasn't been delivered or checked-in yet. You can close an order with the following steps.

1. In the left navigation panel, go to Orders and select Order History.

2. Open orders will be listed as In progress in the Status column of the Order history table.

3. Open the order you'd like to close by clicking into it. You can view all Open orders by clicknig the All orders dropdown filter and selecting Open orders.

4. To close the order, click Confirm order delivered. This automatically sets the Delivery date to the current date and time.

5. You can change the Delivery date of the order by clicking Select a date and choosing a day and time from the calendar below.

When the order is marked as Delivered, the item inventory quantities received will be added to the Quantity on hand and the costs will be logged to the Item history.

Adding inventory locations (areas)

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How to close Open orders

Overview

Who can use this feature?

This article provides an overview of order status and how to close orders in the web app.

Adding inventory locations (areas)

Uploading your existing inventory spreadsheet

Invite other users