There are different scenarios where the Dealership will be required to close out Vendor Orders - this article covers some of these scenarios



Scenario 1 


Vendor Order (VO) was created in error and there are no parts listed in the ORDER section on the VO


Result required - Dealership to delete the unused blank VO


Navigate to the relevant VO


A.    Vendor Order has the Status:  OPEN

B.    There a no listing part line items in the ORDER section and the value of the VO is zero


C.  Click on User-added image and then select User-added image


Result: This VO is totally deleted and there will be no reference for it anywhere in Blackpurl



Scenario 2 


VO was created and part line items have been added and are sitting in the ORDER section of the VO but the VO has never been submitted


Result required - Line items need to be removed from the ORDER section and the VO will be deleted


Navigate to the relevant VO



A.   Vendor Order has the Status of OPEN

B.   Line Items are sitting in the ORDER section of the Vendor Order


C.   Click on each line item to open up the Actions section and click on the checkbox User-added image
D.  Then click on User-added image

Once there are no line items sitting in the ORDER section, then you can delete the VO as per the process in Scenario 1



Scenario 3


Vendor Order has been submitted and there are line items that have not been received but the Vendor has indicated that they will no longer supply so the Dealership needs to close down the relevant line items


Result Required: The line items that the Vendor will no longer supply will need to be noted as cancelled


Navigate to the relevant Vendor Order


User-added image

  

A.   Vendor Order has the Status of ON ORDER 

B.   Line Items are sitting in the ORDER section of the Vendor Order with the status ON ORDER


C.   Click on each line item to open the ACTIONS section


D.  Click the checkbox User-added image


E.  Then click on User-added image and then will change the status of the line item to now be cancelled


User-added image



Scenario 4


Vendor Order has been submitted and there are line items that have been partially received but the Vendor has indicated that they will no longer supply the rest of the order or the dealership no longer require them


The Dealership needs to close down the unreceived items in the relevant line items


Result Required: The outstanding receiving on the partially received line items will disappear


Navigate to the relevant Vendor Order 

User-added image

  

A. Vendor Order has the Status of PARTIALLY RECEIVED

B. Line Items are sitting in the ORDER section of the Vendor Order with the status Partially Received


C.  Click on each line item to open the ACTION section


D.  Click the checkbox User-added image


E.  Then click on User-added image and then will change the status of the line item to now show as STOCKED (if only a Vendor Receiving has been processed) or INVOICED (if a Part Invoice has been processed for the initial receiving)

User-added image



For further information on what Report could assist you in cleaning up, review our article -

Reporting - All Vendor Orders