How to adjust captured inventory when updating or cancelling orders
When you cancel an order or edit products on an order, captured inventory is not automatically released back to stock. If you need to update products or cancel an order but want to return some items to available inventory while keeping others captured, follow this workflow.
When to Use This:
- Releasing unsold inventory back to stock before cancelling orders or editing products on an order
- Correcting inventory levels when an order won't be fully fulfilled due to out of stock items
Steps for adjusting inventory
- Open the shipment group on the order you plan to cancel or adjust and click Uncapture Inventory for the shipment:
- This releases all captured inventory back to your available stock
- Items remain on the order but are no longer holding inventory
- Note that if you have multiple shipments on an order, you made need to do this for each shipment depending on which products you need to adjust
- Adjust the line items
- Update item quantities to reflect only what was actually shipped or sold
- DELETE any items that SHOULD be fully returned to stock
- Recapture inventory for the shipment
- This captures inventory based on your updated quantities
- Now only the items you kept will be held against stock
- Cancel the order if needed
- Items you removed or reduced are now back in available inventory
- Items you kept remain captured as sold inventory