Difference between revisions of "How do I delete old stock quotations?"
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== Summary == | == Summary == | ||
| − | This article explains how to search | + | This article explains how to search for old quotations in {{ST}} and retrieve/remove/amend them accordingly. |
== More Information == | == More Information == | ||
| − | Go to "Systems" -> " | + | Go to "Systems" -> "{{ST}}" -> "Invoicing & Customer Orders". |
| − | *Enter the Account code of the customer | + | * Enter the Account code of the customer for whom you want to find the old quotation. |
| − | *This will bring up a list of quotes saved against this account. | + | * From the {{DataPrompt|Account}} field, press {{KeyPress|F3}}. |
| + | * This will bring up a list of quotes saved against this account. | ||
| + | |||
{{Tip|title=Tip|text=If you wish to see the parts on a particular quote you can press {{KeyPress|F6}} to review the quotation.}} | {{Tip|title=Tip|text=If you wish to see the parts on a particular quote you can press {{KeyPress|F6}} to review the quotation.}} | ||
| − | *Once you have found the quotation you wish to remove press {{KeyPress|F2}}. This will transfer the items to the Invoicing & Customer Orders screen and can then either be deleted by pressing {{KeyPress|F10}} or can be updated and amended by adding/amending parts in the usual way. The items can then be reprocessed as a new quote. | + | |
| + | * Once you have found the quotation you wish to remove, press {{KeyPress|F2}}. This will transfer the items to the Invoicing & Customer Orders screen and can then either be deleted by pressing {{KeyPress|F10}} or can be updated and amended by adding/amending parts in the usual way. The items can then be reprocessed as a new quote. | ||
== See also == | == See also == | ||
Revision as of 16:36, 29 September 2009
Summary
This article explains how to search for old quotations in Stock Control and retrieve/remove/amend them accordingly.
More Information
Go to "Systems" -> "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>.
- This will bring up a list of quotes saved against this account.
 | Tip: If you wish to see the parts on a particular quote you can press <F6> to review the quotation. |
- Once you have found the quotation you wish to remove, press <F2>. This will transfer the items to the Invoicing & Customer Orders screen and can then either be deleted by pressing <F10> or can be updated and amended by adding/amending parts in the usual way. The items can then be reprocessed as a new quote.
See also
