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How do I Edit a Meeting Service Order?

Updated over 2 months ago

As an admin you can easily edit your customers' meeting service orders in Kanpla Administration by following these steps:

Quick Steps:

Step 1: Log in to Kanpla Administration using your email and password.

Step 2: In the left-hand panel, click Overview.

Step 3: In the top-right corner, select Add an Order.

Step 4: Find the Relevant Meeting Service Order

  • Select the salesplace that the user is connected to from the salesplace dropdown.

  • Find the customer by searching for their name in the user dropdown.

  • Select the meeting service module in the module filter.

  • This will display an overview of all the user's meeting service orders.

Step 5: Locate the relevant meeting service order and click on the three dots next to it and select Edit.

Step 6: Edit the order

  • Add or remove products.

  • Edit the delivery time, meeting room, or other details.

Step 7: Save your changes by clicking Approve at the bottom to save the changes.

Watch the video for a step-by-step guide on how to edit a meeting service order in Kanpla.

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