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The purpose of this walkthrough is to show you how to process a Void inside the Webforce Thiio CRM

 

Pre Requisites:

  • WF Thiio account

  • Reason to Void

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vimeo-playeralignmiddleheight360Orders that are voided must be done within the first 24 hours of the order being placed 

  • Who can take this action? 

    • Customer service role

    • Admin role

    • Sales manager role

    • Super admin role 

  • On the left side menu click Orders and then click the order #

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  • This screen will appear with all order and customer information.Click the three dots in the right lower corner and click void

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  • You will be able to see the order marked void on the orders screen. 

Check List:

  • Webforce Thiio account

  • Reason to Void