A concise guide on how to cancel an order in Accelerate. It outlines the steps to set up a 'Cancelled Order' status if you haven't already, and then how to apply this status to an order to effectively cancel it.
Note: Remember, it's always preferable to cancel an order rather than deleting it from the system.
Status Set-up
Click 'Settings' on the left hand menu bar.
Click on 'Workflow Settings'
Navigate to 'Order Statuses' and click 'Add Order Status':
To create a new 'Cancelled Order Status':
Navigate to the 'QV Accelerate Status' section,
Select 'Cancelled' from the dropdown,
Enter your preferred name in the 'Description' field (we're using 'Cancelled Order' in the example)
Complete all other necessary information, and then click 'Save'.
Canceling an Order
Click on 'Orders' in the side menu.
Select the order you would like to cancel.
Select ‘Cancelled Order’ status from ‘Order Status’ drop down.
You can also enter the cancellation date and cancellation reason:
Once you have filled in the date and reason for the cancellation - click ‘Save’ and your order has been successfully cancelled!