The 'Un-Submit SO' feature will allow you to move portal-submitted Sales Orders back to awaiting quantities / selection status, then resending the selection to your buyer via a new portal link to make their amendments and resubmit.
Warning: Once you have raised sub-documents for the submitted orders, or you have linked sales order quantities to a production order in the Production Analysis module, you will not be able to perform this action.
Go to the Selections list view where all submitted portals will be listed:
For the submitted portal order you would like to un-submit, click the stacked menu > select 'Un-Submit SO'
Confirm if you would like to proceed by clicking 'Yes, Continue'
The Sales Order raised for that submitted portal order will be made inactive in your system:
on your selections list view, the listing will have the original portal link removed but the order quantities will remain.
You will need to resend the new listing to the customer to re-access the portal via a new link and submit their updated order
Tip: If the envelope icon to email your buyer is greyed out, it means the expiry date is in the past. Edit the selection to increase the number of days to ensure the selection's expiry date is in future.
They will then receive an email with a new link:
They can then proceed with amending/adding to their order from where they left off and submit a new order as required. Their original product selection and quantities are retained.