What information is needed when you need a sales order deleted in WaterSales Pro?
- Order # is a required field. This helps us ensure that the exact order to be deleted has been communicated.
- Street Address is how we look up the customer, make sure to provide at least the street address; the city can be helpful for larger stores.
- Customer Name always helps in case the address is duplicated
- Remember that one of the ways to eliminate the need for a delete is to capture enough information in the lead as possible during the site visit. Enter that information in the lead before creating the sales order.