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Summary

In this article we walk through the steps to change and order after it has been Submitted or Processed. This article is geared towards a sales person user.

Instructions:

  1. Navigate to Manage Quotes or Manage Orders

  2. Hover of the three dots (…) & click Request Review

  3. You have the option to Cancel the signature and add any notes about what you intend to change (an admin will need to approve the change request)

  4. Click Request Review

After an admin has approved the Change Request you will be able to load the order and make any changes needed.

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