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.
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Step 2: Click Edit to modify the general information.
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Step 3: Click Edit next to the status column to change the purchase status.
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Note: The status options include confirmed, closed, lost, cancelled, and opportunity.
Step 4: Click Edit in the materials tab to modify the material details.
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Step 5: After editing, return to the purchase page.
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Cancelling a Purchase
Step 1: Locate the purchase in the operations table and navigate to the right side. Click on Details and then Cancel.
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Step 2: Choose a cancellation reason from options such as over competitive code, operational problems, documentation and license issue, or other reasons.
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For instance, select operational problems.
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After confirming, the purchase gets deleted successfully.
Editing and Cancelling a Sale
The same steps apply for a sale. Navigate to the sales page.
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Cancelling a Sale
Step 1: Navigate to the right side, click on Details and then Cancel.
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Editing a Sale
Step 1: Click on the sale. Click on the pencil icon next to Status to edit the status.
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Step 2: Click on the pencil icon to edit the general details.
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Step 3: Click on the pencil icon in the Materials tab to edit the material information.
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This concludes the tutorial on how to cancel or edit a purchase or sale in Jules.
Updated on: 02/09/2024
Thank you!