How to Delete an Order Product in CRM

Overview:

This article provides a step-by-step guide on how to delete order products record in CRM.

Process:

1. Go to My Apps and open Okta.

2. In Okta, search for Xvantage for Associates(X4A) and open it.

3. Within X4A, hover over the left navigation menu and click Sales.

4. In the CRM sidebar menu, navigate to Sales and select Order Products.

5. The default view will be Order Product Inline Edit View.

6. Search for the product name you want to delete using the filters or the Quick Find bar.

7. Once located, tick the checkbox beside the product name, then click Delete in the command bar.

8. A pop-up will appear, click Delete to confirm.