How to Allow Users to Edit/Cancel an Order In the Client Portal
- Michelle Cabaya
Client Portal users can edit and cancel orders by enabling the option in global options and/or an internet user's profile. Orders can be edited or canceled once an order is placed or when viewing the order details. When the user is updating an order, the time window will not change automatically unless the order type or address(es) are changed.
Instructions
Global Options
See Global Options.
Go to the Internet Options tab.
Check Edit Order/Cancel Order.
Select when orders can be edited/canceled.
Internet User Record
From the Operations App
The "Edit Order" and/or "Cancel Order" option(s) must be enabled in the Global Options.
See Internet Users.
Go to the Options tab.
Search "order".
Select when orders can be edited/canceled.
From the Classic Operations App
See Internet Users (Classic Operations App).
Go to the Misc Inet Options tab.
Select when orders can be edited/canceled.