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 | + | 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 | + | 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}}. | + | * 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. | ||
| − | * | + | * The details for the selected quote will show in the {{Tab|Review}} section at the bottom of the screen. |
| − | * | + | * Click to select the quotation you wish to remove then press {{KeyPress|F10}} or click {{Button|Delete}}. |
| + | * Click {{Button|Yes}} to delete the quote. | ||
=== Automatic Quotation Cleardown === | === 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 {{ | + | To setup this cleardown period, go to {{PlatinumSettings}} and search for {{DataValue|quotation clear}}. |
| − | * | + | * For {{DataPrompt|Quotation Cleardown (Months)}} enter the number of months after which quotations should be automatically removed. |
| − | == See | + | == See also == |
| − | * [[How do I | + | * [[How do I create a stock quotation?]] |
| − | * [[How do I | + | * [[How do I print and save a stock quotation?]] |
| − | * [[How do I | + | * [[How do I retrieve a stock quotation?]] |
| − | + | * [[Selling stock in Invoicing and Customer Orders]] | |
| − | * [[Selling | ||
| − | {{KB_Tags|delete, | + | {{KB_Tags|delete, quotes, quotations, estimates}} |
| − | {{ | + | {{How}}{{Hint}}{{KB_ST}}{{ZN_Admin}} |
| − | {{ | + | |
| + | {{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
- How do I create a stock quotation?
- How do I print and save a stock quotation?
- How do I retrieve a stock quotation?
- Selling stock in Invoicing and Customer Orders
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Tags
ST09, ST94
