How do Salespeople cancel pending orders?

Salespeople can cancel orders if needed, for example, if a customer backs out of purchasing.

Watch Walkthrough Video

  1. Go to Sales & Success Center > Orders
    • These can also be accessed from Sales & Success Center > Accounts > Account name > Orders Section
  2. Click on the Order ID
  3. Click Cancel Orderscreenshot-fooo.snapshotreport.biz-2021.10.14-16_27_20.png
  4. Optional–Enter cancellation notes
  5. Click Request Cancellation

This submits the order for cancellation. An admin can then approve or decline the cancellation.

 

Walkthrough Video

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