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Author: Kristenson, Joel
Last Updated: 2016-12-15
Overview
This article walks through the steps to delete a purchase order, which includes:
- Deleting each order line (tickets and/or products)
- Deleting the linked donation record
- Deleting the purchase order record
This usually comes up if you issue someone a refund (which happens outside of the Trail Blazer program) or if there was a mistake, such as the event registrant ordering tickets for the wrong show and the data needs to be shifted to another event.
Tip: Read this article to learn how to manually create purchase orders in your database. This typically occurs if someone is paying at the door or by check or cash.
Steps
Navigate to the Events list under the Application Menu.
Search for and open the event you need to delete a purchase order for.
Navigate to the Sales > Orders tab and click on the ‘Order ID’ hyperlink for the purchase order you need to delete. In this example it was #3590.
Click the ‘Order Line ID’ to open the individual order line record. I started with #3654.
Click the red [x] at the top of the order line record to delete it.
Click [OK] when prompted.
Repeat these steps until all the individual order lines have been deleted.
Once all the order lines are gone, click the [Payment] button at the top of the purchase order record.
Click the red [x] at the top of the Contribution screen to delete the linked donation record for this purchase.
Click [OK] to proceed.
Once all the order lines and the linked donation record have been deleted, click the red [x] at the top of the purchase order screen to delete the entire order.
Click [OK].
Click [Refresh] when you are back on the Orders tab and the purchase order will disappear.
That completes the steps. If you need to move the data to another event instead of just deleting it you’ll need to manually create the purchase order and donation record at this point.
The related resources link to a wide range of articles and videos that will teach you how to use the event tools in Trail Blazer.
Related Resources
Article: Purchase Orders – Manually Enter an Order for Tickets, Products, or Memberships from within an Event, and Record the Related Contribution Record
Article: Manually Assigning Tickets to Specific Event Attendees (Ticket Holders) after the Original Purchase Order has been Recorded
Article: How to Print or Re-Print Event Tickets and Event Order Receipts from your Database
Article: How to Duplicate an Event – Save Time by Not Re-Creating Everything from Scratch
Article: How to Setup and use Promo Codes with Events (All Available Options)
Article: Events 2014 – Part I
Article: Events 2014 – Part II
Article: How to Add a Logo to an Event Page – 2015 Feature Upgrade
Article: How to Setup Different Payment Schedules for Events or Memberships – Ex (Monthly, Quarterly, or Bi-Weekly)
Article: How to Print Name Badges for Event Registrants – Using Avery 5392 Name Badge Paper
Article: Add a Background Image to an Event
Article: How to Style your Event Pages – 4 Example Mock Events – Sample CSS Code with Descriptions
Article: Events 2013 | How to Create an Event with Tickets and Merchandise
Article: Events 2013 | Coupon promo code error messages
Video: Getting Started 106a – Entering Contributions (NON PROFIT ONLY)
Video: Events – Remove Person from Event
Video: Events – pay for an event online
Video: Events 2013
Video Playlist: Events
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