en

Knowledge

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

Cancel Order and Booking

  • Last Created On Jul 12, 2023
  • 218
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: 218

Recent Articles

  • Auto-Fulfillment & Omnichannel Order-to-...
    12
  • SDR AI Agent - Guide 5: Governance Setti...
    14
  • SDR AI Agent - Guide 4: Activity Audit,...
    17
  • SDR AI Agent - Guide 3: Autonomous Lead...
    17
  • SDR AI Agent - Guide 2: Real-Time Kanban...
    15

Popular Articles

  • Connect your X (Twitter) account and Syn...
    3409
  • Warehouse
    2795
  • Item Settings
    2368
  • X (Twitter) Analytics
    2219
  • Plaid environment & Setup Your Bank Acco...
    2119