Mass Cancellations
- maperrin (Deactivated)
- Alex Yeager (Deactivated)
Summary / TL:DR: This article provides instructions when performing multiple cancellations, or terminations, for a customer with multiple products on automatic delivery.
Cancellations can be performed individually from Customer Activity. As a time saver, these cancellations can be performed together from the Automatic Delivery screen.
How to Mass Cancel Automatic Delivery
From the Customer Service ribbon, enter the customer info for the Mass Cancellation
Click Automatic Delivery on the ribbon
Select the products to cancel
Click Terminate Club Members
The Terminate dialog box will appear. Complete the following field:
Reason Code | Select a reason Code. |
6. Click OK
7. Click Done
While a reason is not required, it is used for reporting purposes to understand why customer want to stop their automatic delivery. It is requested that you fill one in with the cancellation.