Closing Orders and Deliveries in ERPNext

Guide

When a Sales Order (SO) will no longer be served, or a Delivery Note (DR) will no longer be invoiced, either in partial or in full, it is useful to close that transaction so that it will no longer show up as pending. To do this:

  1. Log into your ERPNext account

  2. Click on:

    • For Sales Orders, Selling > Sales Order

    • For Delivery Notes, Stock > Delivery Note

  3. Search for the document you want to close

4. Close the document so that remaining items unserved will no longer show up as pending by clicking on Status then Close