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 {{Menu|Systems|{{ST}}|Invoicing & Customer Orders}} and remove them. | This article explains how to search for old quotations in {{Menu|Systems|{{ST}}|Invoicing & Customer Orders}} and remove them. | ||
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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}} | + | To setup this cleardown period, go to {{Menu|{{ST}}|Maintenance Options|Stock Parameters|Quotation Parameters}}. |
| − | * Set the {{DataPrompt|Quotation Cleardown}} to the number of months | + | * Set the {{DataPrompt|Quotation Cleardown}} to the number of months after which quotations should be automatically removed. |
| − | == See | + | == See also == |
* [[How do I Create a Quotation?]] | * [[How do I Create a Quotation?]] | ||
* [[How do I Print and Save a Quotation?]] | * [[How do I Print and Save a Quotation?]] | ||
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* [[How do I Retrieve a Quotation?]] | * [[How do I Retrieve a Quotation?]] | ||
* [[Selling Stock in Invoicing and Customer Orders]] | * [[Selling Stock in Invoicing and Customer Orders]] | ||
Revision as of 14:32, 14 November 2015
Summary
This article explains how to search for old quotations in " Systems Stock Control Invoicing & Customer Orders" and remove them.
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> 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 " Stock Control Maintenance Options Stock Parameters Quotation Parameters".
- Set the "Quotation Cleardown" to the number of months after which quotations should be automatically removed.
See also
- How do I Create a Quotation?
- How do I Print and Save a Quotation?
- How do I Retrieve a Quotation?
- Selling Stock in Invoicing and Customer Orders
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Tags
ST09, ST94
