Reactivate a Canceled Sale

Reactivate a Canceled Sale

If a canceled Sale record has been recovered and needs to be reactivated, 1Stop has created a simplified process to reactivate the sale.  As with canceling a Sale record, there are a significant amount of automations associated with reactivating a canceled sale record so reactivating a sale should be done only when senior management has agreed to the reactivation of the canceled Sale record.  This article provides an overview on the steps of reactivating a canceled sale as well as the automations that occur after the reactivation has been completed. 

Steps to Reactivate a Canceled Sale

1. To cancel a Sale with no cancel fee, click the Cancel with Cancel Fee Transition on the Sale Record.


Only Users given access to the Reactivate Sale Transitions will see this transition.  This transition will also be available from the following Sale States: Canceled with Balance, Balance Due, Sent Customer Notice, Lien Filed, Sent to Attorney, Paid in Full and Sale Closed.
 2. Complete fields and click Save (all fields must be completed).  Upon Saving, the record will move to the Job in Progress State. See below for field details and automations.



Reactivate Sale Field Details

The following fields are the Reactivate Sale Transition field that are included in the base Sales Blueprint.  Your company may have modified these fields based on your companies process on cancelling a sale record.
  1. Job Standing - Current standing of the Job (e.g., Active, Closed, Hold).  When this field is updated on the Sale record it automatically updates the Job Standing field in all related records that have this field.
  2. Notes - General notes field to describe in more detail why this sale is being reactivated.  This is a required field so if no further details then enter NA for not applicable.

Automations After Completing the Reactivate Sale Transition

New Records Created After Completing the Reactivate Sale Transition

  1. A new Invoices-Credits record is created with the items included in the canceled Invoice-Credits record with the Quantity number updated to the inverse number to properly represent the positive invoice for this reactivation.
  2. If there was a cancel fee charged, a new Invoice-Credits record is created to reverse the cancel fee invoice that was previously created.  Note there is an approximate 10 minute time delay before this credit will be created.
  3. A new Pending Install record is created with the Pending Amount field updated to positive amount of the previous canceled Invoice-Credit amount.
  4. If the sale was a referral, a task will be created to review any referral bonus, referral payroll and referral expenditures that have been created to ensure they are reinstated and active.

Sale Record Field Updates

  1. Customer Balance Detail entry form updated with a new row for the positive amount equal to the reactivation Invoice-Credit amount just created.
  2. If there was a cancel fee charged, the Customer Balance Detail entry form will be updated with a new row for the negative amount associated with that cancel fee.  Note there is an approximate 10 minute time delay before this credit row will be added.
  3. Revenue Recognized field is updated to empty.
  4. Cancel Date field is updated to empty.
  5. Cancel Fee field is updated to $0.
  6. Paid in Full field is updated to empty.
  7. JOB CANCELED tag is removed.  This same tag will also be removed from all related modules. 

Job Cost Field Updates

  1. Cancel Credit field is updated to $0.
  2. Cancel Fee field is updated to $0.
  3. Sales Tax field is updated to the Cancel Sales Tax field and the Canceled Sales Tax Field will be updated to $0.
  4. Finance Markups field is updated to the Cancel Finance Markups field and the Canceled Finance Markups field will be updated to $0.
  5. Cancel Date field is updated to empty.
  6. Revenue Recognized Date is updated to empty.

Lead Tracking Field Updates

  1. Demo Funnel field updated to Sold.
  2. Tracking Status field updated to Active
  3. Cancel Credit field is reduced by the amount of the reactivation Invoice-Credit amount.
  4. If there was a cancel fee charged, the Cancel Fee field is reduced by that cancel fee amount. 
  5. Sales Tax field will be increased by the related Job Cost Sales Tax field.
  6. Finance Markups field will be increased by the Job Cost Finance Markups field.
  7. Number of Sales field will be increased by 1.

Contact Field Updates

  1. Contact Status field is updated to Job in Progress.
  2. Journey Progress field is updated to Customer.

 Commission Field Updates

  1. All related Commission records Commission Status field are updated to Ready for Review so the commission records can be approved again and create the necessary payroll records once again.



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