# How to Correct or Delete a Transaction in Unleashed

> Open Unleashed transactions can be deleted. Completed ones can't be undone, so you offset them with a Credit Note, Supplier Return or Stock Adjustment.

- URL: https://logistify.ai/guides/unleashed/correct-delete-transactions/
- Section: Unleashed Guides, Setup & reports
- Applies to: Unleashed Lite, Core, Pro
- Steps checked against: Unleashed Help Centre articles, checked 23 October 2026
- Updated: 2026-10-23

**Short answer:** To correct or delete a transaction in Unleashed, first check its status. Open transactions, including Parked ones, can be deleted if nothing has been processed; the record stays visible for audit and its number can't be reused. Completed transactions can't be reversed or edited, so you post an offsetting one: a Credit Note for a sales order, a Supplier Return for a purchase order, and a Stock Adjustment for an assembly or a wrong adjustment.

## Before you start

- Unleashed never fully removes a transaction. Deleted records are kept for audit.
- You can delete Sales Orders, Purchase Orders, Stock Adjustments, Stock Counts, Warehouse Transfers, Assemblies and Disassemblies while they're open and nothing has been processed.
- You can't delete a Purchase Order that has been receipted, or a Sales Order that has been invoiced or dispatched, even if it's Parked.
- A deleted order's number can't be used again. Assemblies and Disassemblies can't be viewed after they're deleted.
- Orders imported through an integration, such as an ecommerce platform, can't be imported again through it once deleted. You recreate them by hand.
- If you use an accounting integration, check how each correction lands there. The table further down shows the effect of each transaction type.

## Step 1: Check whether a Sales Order can be deleted

1. Open the Sales Order.
2. In the Order Lines tab, look at the Shipped and Invoiced columns. 0 means nothing has been dispatched or invoiced.
3. Check the Invoices and Shipments tabs. Any invoices or shipments there must still be open, for example Parked.
4. If nothing has been invoiced or dispatched, the Sales Order can be deleted. If something has, go to Step 3.

## Step 2: Delete an open transaction and recreate it

1. Delete the open transaction. It stays visible as a deleted record.
2. To recreate a Sales Order or Purchase Order, use Clone, or re-import it with a changed order number, for example with a prefix or suffix.
3. Recreate integration orders by hand in Unleashed.

## Step 3: Correct a completed Sales Order, Invoice or Shipment

1. Make sure the Sales Order is completed, including all its invoices and shipments.
2. In the Sales Order's Invoices tab, hover over the Invoice's action cog and select Credit.
3. Confirm the product quantities and prices to correct.
4. Tick the Return checkbox if the goods are coming back into stock.
5. Complete the Credit Note, then create a new Sales Order with the right details if needed. Clone saves time.

For more on credit notes, see [How to correct a completed sales invoice with a credit note](https://logistify.ai/guides/unleashed/correct-completed-sales-invoice-credit-note/).

## Step 4: Correct a receipted or completed Purchase Order

1. Go to Purchases > Supplier Return > Add Supplier Return.
2. Reference the original Purchase Order.
3. Enter the quantities being returned, matching the error.
4. Choose the Supplier Return Reason and complete the Supplier Return.
5. If needed, create a new Purchase Order with the correct details. Check the supplier and currency first.

For physical returns as well as corrections, see [How to return stock to a supplier](https://logistify.ai/guides/unleashed/supplier-returns/).

## Step 5: Correct a completed Assembly

1. Go to Inventory > Transactions > Stock Adjustments > Add Adjustment.
2. Add back the components the assembly used, at the same quantities and values.
3. In the same adjustment, remove the assembled product at the same quantity and value.
4. Add an Adjustment Reason and complete the adjustment.
5. Create a new assembly with the right components if needed, and fix the Bill of Materials so future assemblies are right.

## Step 6: Correct a wrong Stock Adjustment

1. Go to Inventory > Transactions > Stock Adjustments and click Add.
2. Create a reversal with the same account, products, quantities and values, in the opposite direction. If the first one added 10 units, this one removes 10.
3. Complete it, then create a new adjustment with the correct account and figures.
4. Leave a note on each adjustment explaining why. It helps at audit time.

| Transaction | Stock on Hand | Other effect |
| --- | --- | --- |
| Purchase Receipt | Up | Accounts Payable up |
| Supplier Return | Down | Accounts Payable down |
| Sales Invoice | Not listed | Sales up |
| Sales Shipment | Down | Cost of Goods Sold up |
| Credit Note with Return ticked | Up | Cost of Goods Sold down, Sales down |
| Credit Note without Return | No change | Cost of Goods Sold no change, Sales down |
| Stock Adjustment | Up or down | Cost of Goods Sold up if stock goes down |

*Accounting impact of each correction, from Unleashed's A quick guide to handling mistakes, checked 23 October 2026.*

## If something doesn't look right

- Return was ticked on a Credit Note by mistake: create a new Sales Order for the same customer with the credited items and complete it. For simple cases, a Stock Adjustment can fix the stock instead.
- Return was left unticked by mistake: create a new Credit Note from the original Invoice with Return ticked, then a new Sales Order to sell the stock again.
- Stock came back on a Credit Note without Return ticked: this can happen when the related shipment wasn't completed.
- An invoice was over-credited: complete the order, then raise a second Credit Note with Credit Price 0 and Return ticked for the lines to put back. Use a temporary Stock Adjustment if stock is short, and reverse it afterwards.
- A delivery charge was credited by mistake: credit the whole order and recreate it. If you use Xero, you can instead delete the delivery charge line in Xero, but Unleashed will still show it as returned.
- A drop ship Purchase Order went to the wrong supplier: delete the linked Sales Order lines, re-add them, and delete the Purchase Order if it hasn't been receipted or completed.
- A Sales Order you no longer need can't be deleted: complete it to clear it from open orders, and credit any lines you need to reverse.

## Where Unleashed leaves the work to you

- Every correction is a new transaction someone has to create, check and complete, often two or three for one mistake.
- Reports and inventory values reflect the mistake until the correcting transaction is completed.
- Temporary stock adjustments have to be reversed by hand.
- You need to check that corrections reach your accounting platform correctly and that nothing is duplicated.
- Completed costs don't change after the fact. A fixed Bill of Materials only helps future assemblies.

## Where Logistify fits

Logistify doesn't correct, credit or delete transactions in Unleashed. It helps earlier, when orders are entered: the [Sales Order Service](https://logistify.ai/agents/sales-order/) enters customer orders into Unleashed as sales orders, a person reviews held orders before they go in, and the order demand check flags lines well above a customer's usual quantity before they become a sales order.

## Frequently Asked Questions

### Can I delete a completed sales order in Unleashed?

No. Sales Orders that have been invoiced or dispatched can't be deleted. Credit the invoice instead, then create a new order if needed.

### Can I reuse the order number of a deleted transaction?

No. Unleashed keeps the deleted record and won't let the number be reused. Clone the order or re-import it with a changed number.

### Why can't I re-import a deleted Shopify order?

Orders imported through an integration can't be imported again through it once deleted. Recreate the order by hand in Unleashed.

### How do I undo a completed assembly?

Use one Stock Adjustment that adds back the components and removes the assembled product, at the original quantities and values, with an Adjustment Reason.

### Can I change the account on a completed stock adjustment?

No. Reverse it with an equal and opposite adjustment, then create a new one with the right account.

## Sources

- [Unleashed: A quick guide to handling mistakes](https://help-unleashed.theaccessgroup.com/en/articles/11582616-a-quick-guide-to-handling-mistakes)
- [Unleashed: Deleting transactions in Unleashed](https://help-unleashed.theaccessgroup.com/en/articles/11582592-deleting-transactions-in-unleashed)
- [Unleashed: Handle incomplete Sales Orders that are no longer needed](https://help-unleashed.theaccessgroup.com/en/articles/16529625-handle-incomplete-sales-orders-that-are-no-longer-needed)