Orders: How to Cancel an Order
RoasterTools gives you the ability to cancel and restore Pending or Ready orders. Orders cannot be cancelled if they have a fulfilled or shipped status. You will need to revert them to not shipped or fulfilled before doing so.
Overview:
❗NOTE: Always Check the Payment Status first! ❗
Cancelling orders that have been paid will automatically refunded the payment. And the order will be added to your Canceled Orders list.
Cancel Single Order:
If you would like to cancel a single order, please follow these steps.
- Click on the drop down menu for that order
- Click "Cancel"
- A warning will pop up asking if you are sure you want to cancel this order (and explaining that the payment will be refunded if it was paid)
- Click OK to continue
- The order is now canceled and can be found in your Cancelled tab.
NOTE: Orders that are cancelled in the Pending Status will be cancelled in the system, but the status badge will state Pending both on the customer page and the cancelled orders tab.
Batch Cancel Orders
You can cancel multiple orders at one time.
- Select the orders you'd like to cancel
- Open your Batch Actions menu
- Click Cancel
- Once again, a warning will pop up asking if you'd like to proceed
Canceling a Fulfilled and/or Shipped Order
You can't cancel and order that has already been marked as fulfilled or shipped. In order to cancel an order with that status you will need UN Mark it as Shipped and Un-fulfill it before you can cancel it.
- Locate the order in your Fulfill Task Page. (you may need to use the filter: Orders fulfilled Yesterday (or specify day it was fulfilled) to get them to show up)
- Uncheck the items in the order to make it unfulfilled.
- Navigate back to the orders page and find the order in the ready tab (you may need to refresh the page for it to show up)
- Click the drop down arrow on the right hand side and select cancel.
If you have any questions, you can reach us anytime at support@roastertools.com
Note: Orders cannot be Deleted.
Restore Cancelled Order
Once your orders have been cancelled, they can be found under your cancelled tab. If you would like to restore these orders, simple do the same steps in reverse.
- Select the order or orders you'd like to restore
- Open the Batch Action menu or the drop down menu for that order
- Click Restore
Once restored, the orders will appear in your Ready Orders tab.
FAQ:
Q: A Cancelled order is listed on the customer page as pending? But I know it's cancelled.
A: The order is cancelled. Currently an order cancelled from the Pending Status will be cancelled in he system, but the status badge will state Pending both on the customer page and the cancelled orders tab.