Difference between revisions of "How do I delete old stock quotations?"

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== Summary ==
 
== Summary ==
This article explains how to search for old quotations in {{ST}} and retrieve/remove/amend them accordingly.
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This article explains how to search for old quotations in {{Menu|{{ST}}|Invoicing & Customer Orders}} and remove them.
  
 
== More Information ==
 
== More Information ==
Go to {{Menu|Systems|{{ST}}|Invoicing & Customer Orders}}.
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Go to {{Menu|{{ST}}|Invoicing & Customer Orders}}.
 
* Enter the Account code of the customer for whom you want to find the old quotation.
 
* Enter the Account code of the customer for whom you want to find the old quotation.
* From the {{DataPrompt|Account}} field, press {{KeyPress|F3}}.
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* From the {{DataPrompt|Account}} field, press {{KeyPress|F3}} or click {{Button|Quotations}}.
 
* This will bring up a list of quotes saved against this account.
 
* This will bring up a list of quotes saved against this account.
* When you click on a quote it will show the details in the review section at the bottom of the screen.
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* The details for the selected quote will show in the {{Tab|Review}} section at the bottom of the screen.
* Once you have found the quotation you wish to remove, press {{KeyPress|F10}} or click {{Button|Delete}}, click {{Button|Yes}} to delete the quote.
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* Click to select the quotation you wish to remove then press {{KeyPress|F10}} or click {{Button|Delete}}.
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* Click {{Button|Yes}} to delete the quote.
  
== Automatic Quotation Cleardown ==
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=== Automatic Quotation Cleardown ===
 
It is possible to have the system automatically cleardown old quotations after they have been on the system for a number of months.
 
It is possible to have the system automatically cleardown old quotations after they have been on the system for a number of months.
  
To setup this cleardown period go to {{Menu|{{ST}}|Maintenance Options|Stock Parameters|Quotation Parameters}}
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To setup this cleardown period, go to {{PlatinumSettings}} and search for {{DataValue|quotation clear}}.
*Set the {{DataPrompt|Quotation Cleardown}} to the number of months, after which, quotations should be automatically removed.  
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* For {{DataPrompt|Quotation Cleardown (Months)}} enter the number of months after which quotations should be automatically removed.
  
 
== See also ==
 
== See also ==
* [[How do I Create a Quotation?]]
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* [[How do I create a stock quotation?]]
* [[How do I Print and Save a Quotation?]]
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* [[How do I print and save a stock quotation?]]
* [[How do I store and use a Delivery Address?]]
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* [[How do I retrieve a stock quotation?]]
* [[How do I Retrieve a Quotation?]]
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* [[Selling stock in Invoicing and Customer Orders]]
* [[How do I Remove Old Quotations?]]
 
* [[Selling Stock in Invoicing and Customer Orders]]
 
  
{{FAQ}}{{KB_Tags|delete, Quotes, Quotations, Estimates}}{{KB_ST}}{{ZN_Admin}}
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{{KB_Tags|delete, quotes, quotations, estimates}}
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{{How}}{{Hint}}{{KB_ST}}{{ZN_Admin}}
  
{{KB_Tags|ST94}}
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{{KB_Ref|ST09, ST94}}

Latest revision as of 05:33, 19 June 2019

Summary

This article explains how to search for old quotations in " Stock Control Invoicing & Customer Orders" and remove them.

More Information

Go to " Stock Control Invoicing & Customer Orders".

  • Enter the Account code of the customer for whom you want to find the old quotation.
  • From the "Account" field, press <F3> or click [Quotations].
  • This will bring up a list of quotes saved against this account.
  • The details for the selected quote will show in the [Review] section at the bottom of the screen.
  • Click to select the quotation you wish to remove then press <F10> or click [Delete].
  • Click [Yes] to delete the quote.

Automatic Quotation Cleardown

It is possible to have the system automatically cleardown old quotations after they have been on the system for a number of months.

To setup this cleardown period, go to " Reports & Settings Maintenance Options System Administrator Platinum Settings" and search for 'quotation clear'.

  • For "Quotation Cleardown (Months)" enter the number of months after which quotations should be automatically removed.

See also


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Keywords AND Misspellings
delete, quotes, quotations, estimates
Tags

ST09, ST94