Processing Partial Order

Written by Kailey Bladow

Last published at: July 25th, 2023

If Customer chooses to order some line items, but not order other line items on a quote:

Inside the CRM quote, select EDIT

In the quote line items section, go to the “Rejection Reason” column

Click on dropdown, choose “Customer Cancelled” for the items the customer does not wish to purchase.

SAVE the quote.