Skip to main content

How to Cancel a PREO Order

Remove a Proposal from the Order Management Queue

Zaid Akel avatar
Written by Zaid Akel
Updated over a year ago

Scenario:

Proposal has been WON in PREO and needs to be removed from the Order Processing Queue.

Solution:

If Sales Orders have been created in E-Automate, please cancel the Sales Orders as needed before proceeding the steps in PREO.

Open the Proposal Tools menu

Select the "Cancel Deal" button

Confirm the Proposal is no longer showing in the Order Management queue.

Did this answer your question?