Whether you simply can't take another order or aren't able to accept the fee
or terms of the order, XSOM grants you the ability to decline any order you
receive. And not only can you decline an order outright, but you can also
decline it pending on alternate terms or for an alternate fee. To do so...
- Open the order in XSOM by either double-clicking the .ORD attachment you
received in the order e-mail or double-clicking the entry for that order in
your XSOM Orders list.
- Once the order form is open, click Acknowledge
Order.
- Choose to decline or conditionally decline the order. If you
conditionally decline an order, the client receives a notification of your
desired changes. If they accept, you receive a new revised order to
replace the one already in your system.
- Click OK to confirm your order denial.
- In a moment, a confirmation of your order acknowledgement appears.
Click OK again to dismiss the confirmation.