How to Cancel an Order in CRM

Overview:

This article explains how to locate and cancel an order in CRM by providing the required cancellation details and submitting the cancellation request.

Process:

1. Go to My Apps and open Okta.

2. In Okta, search for X4A and open it.

   • Tip: You can also access Xvantage for Associates directly from My Apps.

3. In X4A, hover over the left navigation menu and select Sales.

4. Select CRM from the Sales sub-menu.

5. In the CRM left navigation menu, navigate to Sales > Orders.

6. By default, the Active Orders view is displayed. If needed, select a different view from the view selector.

7. Use the Quick Find search bar or the filter by category to locate the order you want to cancel.

8. Select the Order Name (hyperlink) to open the order record.

9. On the command bar, select Cancel Order.

   • If Cancel Order is not visible, select the More Commands icon (⋮) and then select Cancel Order.

10. In the cancellation window, complete the required fields:

    • Status Reason: Select User Cancelled or No Money.

    • Cancel Date: Select the appropriate cancellation date.

    • Description (optional): Enter any relevant notes or additional details.

11. Click Confirm to submit the cancellation request.