| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Discuss (mail)
• Inventory (stock) • Invoicing (account) • Sales (sale_management) |
| Lines of code | 1207 |
| Technical Name |
zehntech_cancel_sale_orders |
| License | OPL-1 |
| Website | https://www.zehntech.com/ |
| Versions | 16.0 17.0 18.0 19.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Discuss (mail)
• Inventory (stock) • Invoicing (account) • Sales (sale_management) |
| Lines of code | 1207 |
| Technical Name |
zehntech_cancel_sale_orders |
| License | OPL-1 |
| Website | https://www.zehntech.com/ |
| Versions | 16.0 17.0 18.0 19.0 |
Cancel Sale Orders
The Sales Order Cancel Management Odoo app enhances Odoo's sale order functionality by offering flexible cancellation options including independent cancellation, resetting to draft for modifications, and permanent deletion with related record handling. It supports bulk cancellations from the sales order list and allows optional cancellation of associated deliveries and invoices.
Cancel Sale Orders
The Sale Order Cancel Management module enhances the functionality of sale orders by providing users with flexible cancellation options. It allows users to cancel sale orders without affecting delivery or invoice statuses, reset sale orders and their associated delivery and invoice records to draft for further modifications, and permanently delete sale orders along with all related records. For efficient management, users can also perform bulk cancellations directly from the sale order tree view. Additionally, the module offers the option to cancel associated delivery and invoice records during the cancellation process.
Key Features
Smart & Bulk Order Cancellation
- Associated Record Handling
- Data History Management
- Permanent Delete Records
- Access Control for Users
- Intuitive Cancel Sales Dashboard
Key Features
Smart & Bulk Order Cancellation
The Smart & Bulk Order Cancellation feature provides multiple cancellation options, including Cancel Only, Cancel and Reset to Draft, and Cancel and Delete, allowing users to manage orders efficiently. Bulk actions enable quick processing of multiple sale orders, saving time and ensuring consistency across operations.
Associated Record Handling
Associated Record Handling ensures that when a sale order is canceled, related deliveries and invoices can also be canceled automatically. This prevents inconsistencies, keeps records synchronized, and allows businesses to manage order cancellations efficiently.
Data History Management
With Data History Management, a detailed log of canceled, reset, and deleted orders is maintained. This ensures transparency, accountability, and easy restoration of previously canceled sales orders, preventing accidental data loss and allowing businesses to track all modifications.
Permanent Delete Records
The Permanent Delete And Restore Records functionality allows complete removal of sale orders and related documents and also data restoration, such as invoices and deliveries. This helps in maintaining a clean database by eliminating unnecessary or duplicate records while ensuring that only authorized users can perform deletions.
Access Control for Users
The Access Control for Users feature lets administrators assign specific permissions for canceling sales orders. Businesses can restrict actions like permanent deletion and bulk cancellations, ensuring role-based access and preventing unauthorized modifications.
Intuitive Cancel Sales Dashboard
The Intuitive Cancel Sales Dashboard offers a real-time overview of canceled, draft, and confirmed sale orders. With bar charts and a Kanban view, users can track order statuses at a glance, access quick actions, and manage sales operations more efficiently.
About Zehntech
Zehntech is a leading Odoo custom development company, empowering businesses across industries with tailored ERP solutions. With a strong team of 50+ skilled Odoo professionals, ranging from 2 to over 10+ years of experience, we bring deep expertise and innovation to every project. Over the years, we have successfully developed 50+ Odoo apps and themes, helping clients streamline operations, enhance productivity, and achieve digital transformation. Our Odoo services include Custom Odoo Development, Implementation, Customization, Support and maintenance.
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(https://www.zehntech.com/contact-us/)
Cancel Sales Orders
Provides flexible options for canceling sale orders, including resetting to draft, deleting orders, and bulk cancellation capabilities.
Table of Contents
Key Features
- Smart & Bulk Order Cancellation: The Smart & Bulk Order Cancellation feature provides multiple cancellation options, including Cancel Only, Cancel and Reset to Draft, and Cancel and Delete, allowing users to manage orders efficiently. Bulk actions enable quick processing of multiple sale orders, saving time and ensuring consistency across operations.
- Associated Record Handling: Associated Record Handling ensures that when a sale order is canceled, related deliveries and invoices can also be canceled automatically. This prevents inconsistencies, keeps records synchronized, and allows businesses to manage order cancellations efficiently.
- Data History Management: With Data History Management, a detailed log of canceled, reset, and deleted orders is maintained. This ensures transparency, accountability, and easy restoration of previously canceled sales orders, preventing accidental data loss and allowing businesses to track all modifications.
- Permanent Delete and Restore Records: The Permanent Delete and Restore Records functionality allows complete removal of sale orders and related documents. It also enables data restoration, such as invoices and deliveries. This helps maintain a clean database by eliminating unnecessary or duplicate records while ensuring that only authorized users can perform deletions.
- Access Control for Users: The Access Control for Users feature lets administrators assign specific permissions for canceling sales orders. Businesses can restrict actions like permanent deletion and bulk cancellations, ensuring role-based access and preventing unauthorized modifications.
- Intuitive Cancel Sales Dashboard: The Intuitive Cancel Sales Dashboard offers a real-time overview of canceled, draft, and confirmed sale orders. With bar charts and a Kanban view, users can track order statuses at a glance, access quick actions, and manage sales operations more efficiently.
Summary
The Sale Order Cancel Management module enhances the functionality of sale orders by providing users with flexible cancellation options. Users can:
- Cancel sale orders without affecting delivery or invoice statuses.
- Reset sale orders and their associated delivery and invoice records to draft for further modifications.
- Permanently delete sale orders along with all related records.
- Perform bulk cancellations directly from the sale order list view.
- Cancel associated delivery and invoice records during the cancellation process.
Installation
- Download the module from the Odoo App Store or clone the repository.
- Place the module in your Odoo addons directory.
- Update your Odoo module list to recognize the new addition.
- Install the module using Odoo's app interface.
Usage Guide
For Users
Users can access sale order cancellation features only if granted permission by the administrator. Depending on the permissions, users may have access to Cancel Only, Reset to Draft, Cancel and Delete, or Bulk Cancellation.
Cancel a Sale Order
Path: Sales > Orders > Open Sales Order
Open the sale order that needs to be canceled.
- Depending on permissions, choose one of the following options:
Cancel Only – Marks the sale order as "Cancelled" while keeping related deliveries and invoices intact. Cancel and Reset to Draft – Reverts the sale order and its related records to Draft, allowing modifications. Cancel and Delete – Permanently removes the sale order and all linked records from the system.
If an option is missing, your administrator has restricted access.
Cancel Associated Records
Path: Sales > Orders > Open Sales Order
- If allowed, enable the Cancel Associated Records checkbox to cancel deliveries and invoices along with the sale order.
- This keeps all related transactions synchronized.
Perform Bulk Cancellations
Path: Sales > Orders > List View
Select multiple sale orders that need to be canceled.
- Click on the Action menu and choose one of the available bulk actions:
Bulk Cancel Only – Cancels selected orders while keeping deliveries and invoices unchanged. Bulk Reset to Draft – Reverts selected orders and their associated records to Draft. Bulk Cancel and Delete – Permanently removes selected orders and their related records.
If bulk cancellation options are not visible, your administrator has restricted this functionality.
For Administrators
Administrators automatically have full access to all cancellation functions, dashboards, and history logs.
Setup User Permissions
Path: Settings > Cancel Sales Configuration > Enable Cancel Sales
- Grant or restrict access to users for different cancellation features:
Cancel Only, Reset to Draft, Cancel and Delete Bulk Actions (Bulk Cancel, Bulk Reset to Draft, Bulk Delete)
Only authorized users can perform bulk cancellations or permanent deletions.
Monitor & Manage Sales Cancellations via Dashboard
Path: Sales > Cancel Sales Dashboard
- View real-time statistics of canceled, draft, and confirmed orders.
- Identify cancellation patterns using bar charts and analytics.
Ensures administrators have full visibility into sales cancellations.
Track & Restore Data History
Path: Sales > Data History
Access a log of all canceled, reset, and deleted sale orders.
Restore deleted data from sale orders.
(Admin Exclusive) Delete restored data permanently if no longer needed.
Helps in tracking sales transactions and maintaining database integrity.
- Ensure Compliance & Verify Records
- Sales Orders: Sales > Orders
- Delivery Orders: Inventory > Transfers
- Invoices: Invoicing > Customer Invoices
After any cancellation action, verify the status updates in the respective modules to ensure proper execution.
Change log
[1.0.0]
Added [05-02-2025] – Cancel Sale Orders
Support
Zehntech Technologies
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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