System Data Structured Sales Order Cancellation Reason
Table Of Contents
Introduction
Structured Cancellation Reasons help you record consistent and meaningful reasons when Sales Orders are cancelled.
Instead of relying solely on free-text notes, users must select a predefined cancellation reason from a list maintained within Khaos Control. This makes it easier to analyse cancellation trends and produce meaningful management reports.
Users can still enter additional free-text notes when cancelling an order.
Before this screen is available, Structured Cancellation Reasons must be enabled in [ System Values | Sales - Order Display | Structured Cancellation Reasons ].
For information on enabling and using this feature, see How To: Use Structured Cancellation Reasons.
Once enabled, you can produce reports showing the reasons for cancelled orders. For more information, see How To: View a Customer's Cancelled Sales Order.
Structured Cancellation Reasons Grid
The Structured Cancellation Reasons grid contains the list of predefined cancellation reasons available to users.
Reason
Enter the reason that can be selected when a Sales Order is cancelled.
- Maximum length: 50 characters
- This field is mandatory when using Structured Cancellation Reasons.
Examples might include:
- Customer changed their mind
- Ordered in error
- Price not competitive
- Delivery timescale too long
Require Supporting Note
Tick Require Supporting Note to make an additional explanation mandatory when this cancellation reason is selected.
When enabled, users must enter a supporting note before the Sales Order can be cancelled.
This is useful for reasons that require more context, such as:
- Competitor pricing
- Customer complaint
- Product availability issues
Context Menu Options
Apply Value Range
Apply Value Range allows you to apply the same value to all currently selected rows within the active column.
Clear Selection
Removes the current selection from any highlighted rows.
Benefits of Using Structured Cancellation Reasons
Using predefined cancellation reasons can help you:
- Improve the consistency of cancellation records.
- Reduce reliance on free-text entries.
- Identify common reasons for lost sales.
- Monitor cancellation trends over time.
- Produce more meaningful reports for business analysis.
Additional Information
Structured Cancellation Reasons standardise the cancellation process while still allowing users to capture additional information when required.
For the best reporting results, keep your list of cancellation reasons clear, concise and focused on the most common causes of order cancellations.