Closing, removing, and canceling order
Written by Magda Nawrot
Regularly closing/canceling tasks will help you maintain order and clarity in the task list.
You can find each of these options in 3 places:
- In the upper right corner of the "Progress" tab.
- In the drop-down "Actions" menu.
- Above the order list after selecting the desired ones.
How does it work?
You can only remove tasks that haven't been started yet - starting a task generates data recorded in the work history. You can read about how to delete a task HERE.
You might choose to cancel a task, for example, if a client cancels an order but work has already started on it.
Closing a task allows you to hide it in the task list (as opposed to "completed").
For both canceling and closing a task, you will see the same message with the need to choose one of the available options:
- Close/cancel the order along with tasks - the order will have the "Closed"/"Canceled" status, and tasks planned for this order will end with the "Ready" status and a quantity of completed units equal to 0.
- Close/cancel the order alone - the order will have a changed status, and the production tasks will remain in production.
- Close this window and do nothing - canceling the selected action.
High five 🙋♀️ - team Prodio!
Prodio is a user friendly production planning software for small manufacturers.