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Cancelling or Amending a Pick List

Whether you need to add or remove products, you can cancel a pick list or change its status to make adjustments.

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Cancelling a Pick List

1

Navigate to the pick lists

On the left-hand menu, click Goods Out then Picking Lists.
2

Select the pick list to cancel

Find and click on the pick list you want to cancel.
3

Cancel the pick list

At the top of the screen, click the Cancel button. The status will change to Cancelled.
4

Update the sales order

Go back to the linked sales order. Its status will revert to Pending, allowing you to add or remove products.

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Amending a Completed Pick List

If the pick list has already been completed, you can still make changes by adjusting its status.
1

Unconfirm dispatch tasks

Select the pick list and go to the Dispatch tab. Unconfirm each product line by clicking the Confirmed button, or use Unconfirm All Dispatch Tasks.
2

Unconfirm pick tasks

Switch to the Pick tab and unconfirm all product lines in the same way. Click Save.
3

Amend the sales order

The pick list status will change back to Picking. You can now return to the sales order and make amendments.
Cancelling a pick list does not affect stock levels unless the products have already been dispatched. Once cancelled, you will need to create a new pick list to proceed with the order.