How do I delete old stock quotations?

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 " 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 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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Keywords AND Misspellings

delete, Quotes, Quotations, Estimates

Tags

ST09, ST94