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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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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