Updating client's order PO

Joshua Carrasco

Last edited 638 days ago by Joshua Carrasco.

Goal: To provide instructions for updating a customer order.

Context: This SOP will ensure the order is properly cancelled in our system when requested by the customer.

When to Use: When a customer requests to cancel their placed order.

Instructions:

Identify the customer invoice in Zoho.

Go to invoice and click "Void" to cancel it.

In the production order tracking sheet, change ordered quantities to 0 for the cancelled customer.

Email customer to confirm order has been cancelled as requested.

Notify Creative Director that order has been cancelled and removed from production plan.

References:

Customer invoice

Production tracking sheet

Additional Notes:

Customer Name: Jessica

Contact Creative Director at [email] with any questions.

Load content from app.asana.com?

Loading external content may reveal information to 3rd parties. Learn more

Allow

Load content from chat.openai.com?

Loading external content may reveal information to 3rd parties. Learn more

Allow

Load content from my.openphone.com?

Loading external content may reveal information to 3rd parties. Learn more

Allow

Load content from www.gohighlevel.com?

Loading external content may reveal information to 3rd parties. Learn more

Allow

Want to print your doc?
This is not the way.

Try clicking the ⋯ next to your doc name or using a keyboard shortcut (

CtrlP

) instead.