How to Cancel Precoro

To cancel various elements within the Precoro system, you need to follow specific steps depending on what you are canceling. Here is a comprehensive guide:

Canceling a Purchase Order (PO)

To cancel a confirmed Purchase Order, you must follow these steps:

• Cancel all related documents, such as payments, invoices, and receipts associated with the PO.
• Once all related documents are canceled, you can proceed to cancel the PO itself.
• You cannot delete a confirmed PO, but you can cancel it after canceling the related documents.

Canceling Inventory Consumptions

If you need to cancel an Inventory Consumption (IC), follow these steps:

• Open the specific IC record you wish to cancel.
• Press the "Cancel" button in the right action panel.
• Provide a reason for the cancellation in the prompted field and then click "Yes" to proceed.
• Note that only consumptions with a "Completed" status can be canceled. Once canceled, the IC will be assigned a "Canceled" status, and associated stock transfers will also be canceled.

Canceling Orders in Precoro (Staples PunchOut Catalogs)

If you are using Staples PunchOut Catalogs and need to cancel an order, note the following:

• The "Cancel" option in Precoro only cancels the order record within Precoro and does not affect the order on the marketplace.
• To cancel an order, you will need to accept the order upon delivery and then process a self-serve return, contact Precoro to arrange a return, or return the item to your local Staples store.

Canceling Other Documents

For other documents such as Purchase Requisitions:

• If the document is in "Draft" status, you can delete it directly.
• If the document is confirmed, you can only cancel it and not delete it. Canceling will keep the document on the list so you can repeat it if needed.

General Steps for User and Item Management

For managing users and items:

• To delete a user, go to the User Management page, find the user, press the "Edit" button, switch the enabled button to "OFF", and update.
• To delete an item from the Catalog, it must not have been used in any documents. Go to the Item Management page, click the "Red Bin" icon next to the product, and confirm. If the item has been used, you can hide it instead.

By following these steps, you can effectively manage and cancel various elements within the Precoro system.