What the Delete Function Does
When you click the Delete button on a vendor order, ServiceBox will display a confirmation message. If confirmed, and if all conditions are met, the vendor order will be removed from the system.
Conditions for Deleting a Vendor Order
1. Vendor Orders with Received Items
If a vendor order includes any received items:
-
The Delete button will be disabled.
-
A tooltip will explain that orders with received items cannot be deleted.
-
To delete:
-
Change the vendor order status.
-
Set all received item quantities to zero.
-
Then return to delete the vendor order.
-
2. Vendor Orders Linked to Accounting Software
If the vendor order has been synced to an accounting system:
-
A Show Links button will appear in the top-right corner of the vendor order screen.
-
Click this to view external links.
-
Delete each external accounting link manually.
-
Once all links are removed, you can proceed with deleting the vendor order.
Who Can Delete Vendor Orders
-
By default, only admin users have access to this functionality.
-
If you’d like another user type to have access, contact the ServiceBox support team to request that permission be enabled.
Conclusion
Deleting a vendor order is straightforward once received quantities and accounting links are cleared. These rules are in place to prevent accidental loss of important records and ensure system integrity.
Need Help?
If you need help adjusting access or removing linked data, contact us at support@jobboxsoft.com. We’re here to help.