en

Knowledge

  1. Home
  2. Knowledge
  3. Fixed Equipment Management module for Perfex CRM

Cancel Order and Booking

  • Last Created On Jul 12, 2023
  • 170
0 0

Both sales orders and bookings can be canceled
  • Step 1. Login Portal -> select the Order list menu -> select Draft tab -> Click on the View orders 

  • Step 2. Click on the Cancel order 

  • Step 3. Choose a reason and click Cancel order

Views: 170

Recent Articles

  • Convert to Invoice or Expense & Create I...
    14
  • Service Appointment in Field Service
    25
  • Work Orders in Field Service
    21
  • Estimates in Field Service
    21
  • Requests in Field Service
    19

Popular Articles

  • Warehouse
    2482
  • Item Settings
    2004
  • Plaid environment & Setup Your Bank Acco...
    1793
  • General Accounting Settings
    1688
  • Mapping Setup
    1570