This guide covers how to cancel overdue purchase orders in WinSale. There are two ways to do it: the standard method using the built-in cancel tool, and an alternative method for POs that were created without a due date.
Cancelling a purchase order does not delete inventory items. It removes the open PO, which brings your on-order quantities back to zero so you can reorder or handle the vendor as needed.
Method 1: Cancel Overdue PO’s tool (the standard way)
This is the proper method and works when your purchase orders were created with a due date (or cancel due date). If a PO is past that date, WinSale can cancel it automatically.
- Go to Modules → Purchase Orders.
- Under Tools, choose Cancel Overdue PO’s.
- Load your date range. Any PO that falls within that scope and is past its due date appears in the list.
- Select all the POs you want to cancel and click OK.
WinSale cancels all the pending POs in that range.
This method only works for POs created with a due date or cancel date. If a PO was created without one, use Method 2 below.
Method 2: Power Spreadsheet (for POs with no due date)
If your POs were created without a due date or cancel date, cancel them through the Purchase Orders Power Spreadsheet instead.
Back up first
- Go to Data → Power Spreadsheet and choose the Purchase Orders Power Spreadsheet.
- Run a backup when prompted (say Yes). Since this method mass-deletes POs, always back up first.
Load the purchase orders
You can search two ways:
- All vendors: set Date Received, leave it blank, clear the other filters, and click Load. This shows every PO created but not yet received in WinSale.
- By vendor: select the vendor (for example, Work Zone) and click Load. Because you specified a vendor but not a date, this shows everything entered and received for that vendor.
Isolate the unreceived POs
- Sort or search by Date Received. This groups the records so the ones with a blank Date Received collect together, near the end of the file. Those are the overdue POs you want to target.
- Scroll to the received items, highlight them, and click Hide Selected. You’re now left with only the items that were never received.
- Click Select All, then Delete.
The unreceived POs are removed from the active PO list. Your on-order quantities drop accordingly, and you’re free to reorder those items or handle the vendor however you need.
Remember: this deletes purchase orders, not inventory items. It should bring your on-order quantities back to zero.
That’s it
Use the Cancel Overdue PO’s tool when your POs have due dates, and the Power Spreadsheet method (with a backup first) when they don’t.
If you have any questions about cancelling overdue purchase orders or anything else in WinSale, reach out to our support team.
- Support email: support@winsale.net
- Phone: 843-476-4767
