I can edit and cancel a purchase or a sale

This tutorial provides a step-by-step guide on how to edit or cancel a purchase or sale in Jules.

Editing a Purchase

Step 1: Select a purchase on the purchase page.



Step 2: Click Edit to modify the general information.



Step 3: Click Edit next to the status column to change the purchase status.





Note: The status options include confirmed, closed, lost, cancelled, and opportunity.

Step 4: Click Edit in the materials tab to modify the material details.





Step 5: After editing, return to the purchase page.



Cancelling a Purchase

Step 1: Locate the purchase in the operations table and navigate to the right side. Click on Details and then Cancel.





Step 2: Choose a cancellation reason from options such as over competitive code, operational problems, documentation and license issue, or other reasons.



For instance, select operational problems.





After confirming, the purchase gets deleted successfully.

Editing and Cancelling a Sale

The same steps apply for a sale. Navigate to the sales page.



Cancelling a Sale

Step 1: Navigate to the right side, click on Details and then Cancel.





Editing a Sale

Step 1: Click on the sale. Click on the pencil icon next to Status to edit the status.





Step 2: Click on the pencil icon to edit the general details.



Step 3: Click on the pencil icon in the Materials tab to edit the material information.





This concludes the tutorial on how to cancel or edit a purchase or sale in Jules.

Updated on: 02/09/2024