Updating client's order PO

Joshua Carrasco

Last edited 266 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.

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