Closing a Sales Order

You can manually close a sales order (or part of it) if you don't plan to fulfill it.

You have three options to close a sales order:

Close specific line items on the order.
Close all unfulfilled items at one time by manually closing the order.
Use SuiteScript to close multiple orders at one time.

Important:

Before closing, be sure to invoice all fulfilled items. Closing the order removes it from the billing and receiving queues, so you won't be able to finish invoicing.

Closing the sales order instead of deleting it:

Keeps the order for the completed amount any related revenue
Lets you reopen the order later if needed

Example: Let's say you sell a customer five widgets, two contraptions, and nine bags of gizmos. After fulfilling and invoicing the widgets, the customer cancels the rest of the order. To save time, you can close the whole order instead of closing each line separately.

For information about closing individual line items, see Closing Line Items on Sales Orders.

For information about how closing a sales order or closing individual line items affects revenue, see Setting Advanced Revenue Management (Essentials) Preferences.

For information about using SuiteScript to close multiple sales orders at one time, contact your NetSuite account manager or NetSuite Customer Support.

To close a sales order manually:

On the sales order, check that the Close Order button is visible. If not, make sure the order meets these conditions:
- The order was created with a standard sales order form.
- The sales order has an amount remaining to bill.
- The sales order is in one of the following statuses:
  - Pending fulfillment
  - Partially fulfilled
  - Pending billing
Click the Close Order button.

NetSuite displays a message confirming that the sales order has been successfully closed.

To close a sales order manually:

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