How do I cancel a sales order or quote?

Please note: we have sunset inFlow On-Premise on July 31, 2024. After sunset we will stop selling or activating new licenses for inFlow On-Premise and stop providing support.

If you need to cancel an order you can do it quite easily from the order itself. Sales quotes must be converted to order before they can be cancelled. Once it has been converted simply:

  1. Go to the Order tab (if in advanced mode) or simply remain on the Sales tab (if in simple mode).
  2. Click the Cancel button.
  3. Click to Save in the top toolbar.

Please note: If you are processing your order in advanced mode and it is partially completed, you will have to click the Re-Open Order button first, which will then become your Cancel button.



Still unsure, or looking for more info?

Have a look at our tutorial video on Deactivating Products and Cancelling Orders for a closer look.

Yun Ling
Archon Systems
w,
+1.866.923.4974
260 Carlaw Ave #397
Toronto, ON, M4M 3L1
Canada
April 11, 2012