How to Delete an Order in CRM

Overview:

This article explains how to delete an order in CRM. Deleting an order is a permanent action and cannot be undone.

Process:

1. Go to My Apps and open Okta.

2. Search for X4A in Okta and open it. Xvantage for Associates (X4A) will open in a new tab.

   • Tip: Alternatively, you can open Xvantage for Associates directly from My Apps.

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

4. From the Sales submenu, select CRM.

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

6. Locate the order you want to delete by using:

   • The available filter by category, or

   • The Quick Find search box.

7. Select the checkbox next to the Order ID or Order Name of the order you want to delete.

8. On the command bar, select Delete.

9. When the confirmation message appears, select Delete again to confirm the action.

Warning: Deleting an order permanently removes it from CRM. This action cannot be reversed. Ensure that you have selected the correct order before confirming the deletion.