How to give an account user the ability to cancel or delete orders

How to give an account user the ability to cancel or delete orders

Summary

Solatech Focus allows orders to be Cancelled or Deleted in certain circumstances. This article will describe how an Account Admin can enable that feature for users. 

Note: before the directions below can be implemented, your Site Administrator must enable this feature for your account. Once enabled, the primary Account Admin will automatically be able to either Cancel or Delete orders. The instructions below outline how to give other users this permission. 

Instructions

  1. Click Admin from the upper navigational bar
  2. Click Users from the lower navigational bar
  3. Click a user name to access their employee record. 
  4. In the Privileges section you'll see two check boxes
    1. Cancel Orders
    2. Delete Orders
  5. Placing a check mark in one or both boxes will give the user the permission to Cancel and/or Delete orders.
Note: Deleting an order is permanent and the data cannot be retrieved. 

See also

  1. How to give an account user the ability to Reopen closed orders. 

Applies to:

  1. Solatech Focus
  2. Solatech DOS

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