en

Knowledge

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

Cancel Order and Booking

  • Last Created On Jul 12, 2023
  • 168
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: 168

Recent Articles

  • Bulk Edit Banking Transactions
    7
  • Class Tracking for Transactions
    9
  • Debit Note Mapping
    39
  • Credit Note Mapping
    35
  • Polls vs Surveys
    35

Popular Articles

  • Warehouse
    2432
  • Item Settings
    1963
  • Plaid environment & Setup Your Bank Acco...
    1756
  • General Accounting Settings
    1665
  • Mapping Setup
    1521