In ERPNext: Deleting and Restoring Documents
In ERPNext, you can delete a document if it is no longer needed. These can include master records like Items or Customers, as well as transactions like Sales Orders and Payment Entries.
To delete a document, open the document and select Delete from the dropdown menu.
For bulk deletion, you can select multiple cancelled records from the List View and delete them together.
Note: Any submittable document cannot be deleted after submission. To delete such a document, you must first cancel it.
Restoration of Deleted Documents
If a document is deleted by mistake or is required again, it can be restored from the Deleted Documents list.
To access Deleted Documents, go to:
Home > Settings > Data > Deleted Documents
1. How to Restore Deleted Documents
- Go to the Deleted Documents list.
- Open the deleted document.
- Click on the Restore button.
Note: If the document was deleted after being cancelled, it will be restored with a new name.
Only users with the System Manager role can restore deleted documents.
