1. Kladana
  2. How Kladana Works
  3. General Actions

Deletion and recovery of transactions

In Kladana, you can delete and recover transactions. Recovered transactions need to be converted to approved ones.

On subscription plans with permission management, access is set individually for each employee. You decide who can delete and recover transactions.

Deletion of transactions

In Kladana you can delete a transaction in the following ways:

Deletion of transactions from the list of all transactions

This is useful when you need to delete all transactions from your account.

  1. In the Kladana workspace, go to Overview → Transactions.
  2. Select the transactions you want to delete using checkboxes.
  3. Click Edit and select Delete in the drop-down menu. delete_all transactions.png

Deletion of transactions from the list of transactions of a specific type

Let’s consider the process using the example of Purchases Orders.

  1. In the Kladana workspace, go to Purchases → Purchases Orders.
  2. Select the transactions you want to delete using checkboxes.
  3. Click Edit and select Delete in the drop-down menu. delete_many transactions of a specific type.png
  4. To delete a transaction from the list, hover over the transaction row, click the X at the end of the row, and select Delete. delete one transaction from the list.png

Deletion of transactions from the transaction card

Let’s consider the process using the example of Receivings.

  1. In the Kladana workspace, go to Purchases → Receivings.
  2. Select the transaction you want to delete from the list.
  3. Click Edit and select Delete in the drop-down menu. delete transaction.png

Recovery of transactions

When you delete a transaction, a green notification appears at the top of the screen. If you deleted the transaction by mistake, click the Restore link in the notification to immediately recover the transaction. restore link.png

You can restore the transaction from the trash within 7 days if the trash is enabled.

Deleting a transaction affects the stock. For example, if you delete a Receiving transaction, the stock of products is also removed from the warehouse. Related transactions created based on the deleted one remain in the system.

After restoring a transaction, you need to convert it to an approved one for the stock data to be restored as well.

Approval of recovered transactions

In Kladana you can approve recovered transaction in the following ways:

Let’s consider the process using the example of Receivings.

Approval of recovered transaction from the list of transactions

  1. In the Kladana workspace, go to Purchases → Receivings.
  2. Select the transactions to approve using checkboxes.
  3. Click Edit and select Convert to Approved in the drop-down menu. Convert to Approved.png

Approval of recovered transaction from the transaction card

  1. In the Kladana workspace, go to Purchases → Receivings.
  2. Select the transaction you want to approve.
  3. In the transaction card, uncheck the Draft checkbox.
  4. Click Save. draft.png