How to cancel a quote or order

Use the Order Entry function to cancel orders

For quotes and orders that need to be canceled, follow these steps:

1. Use Order Entry > Edit Editing Order
2. Click Cancel Order and select a Reason
3. Click Cancel or Delete

How to cancel an order once a PO has been issued

If the order has a Purchase Order attached to it, reach out to your Account Manager to cancel the order.

The Account Manager will follow this process:

1. Look up the order in Review Customer Orders to find the order
2. Click Hamburger > Purchase Orders (or click it from the toolstrip if you exposed it in your manage menu settings)
3. Copy the PO Number and check to see if the vendor is able to cancel. 
4. The Account Manager will need to cancel the order with the vendor BEFORE canceling the FDM4 Purchase Order. If it is too late to cancel the order, it will ship and invoice, and you will need to do a return. Make sure the return follows the return policy, here.