Making an Order Void
Purpose:
The purpose of this walkthrough is to show you how to process a Void inside the Webforce CRM
Pre Requisites:
WF account
Reason to Void
Orders 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 #.
This screen will appear with all order and customer information.Click the three dots in the right lower corner and click void
Once you click void you will be brought to this screen:
You will need to enter a reason for the void:
Just like with refunds and chargebacks, the other option allows you to add a reason
Once you have added your reason, click save
Once you are satisfied with your void, click void.
You will be able to see the order marked void on the orders screen.
Check List:
Webforce account
Reason to Void