Overview

In CaterZen, you can either cancel or delete an order depending on the situation. While both options remove the order from active processing, they serve different purposes:

Canceling an order keeps the full history intact and is ideal if the customer might reschedule or if a payment and/or refund was involved.
Deleting an order completely removes it from the system and cannot be undone.
Important: When you cancel or delete an order, the customer will receive an immediate email notification informing them the order has been canceled.

This guide explains when to use each option and walks you through how to do both.

How to Cancel an Order (Recommended)

Canceling an order is the best option when:

A payment or refund is associated
The customer may reschedule
You want to keep an accurate record of order activity

Why Cancel Instead of Delete?

Situation	Best Option
Payment/refund involved	✅ Cancel
Customer might reschedule	✅ Cancel
Order created by mistake	❌ Delete
Test order or internal entry	❌ Delete

Steps to Cancel an Order

Go to the Overview, CRM, or Calendar tab.
Find the order you wish to cancel and click the Order ID link.
On the Order Details page, open the Choose a Function dropdown.
Select Cancel Order.

Confirm the cancellation in the Order Details Screen.

Canceled orders can be reactivated using the Uncancel option if needed.

How to Delete an Order

Only delete an order if:

It was created in error.
It was a duplicate or test order.
No payment was associated.
Warning: Deleted orders are permanently removed and cannot be recovered.