Difference between revisions of "How do I delete old stock quotations?"
From Catalyst
(New page: {{Review}} == Summary == This article explains how to search your old quotations within stock control and retrieve/remove/amend them accordingly. == Details == *Go to "Systems" -> "Stock...) |
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== Summary == | == Summary == | ||
This article explains how to search your old quotations within stock control and retrieve/remove/amend them accordingly. | This article explains how to search your old quotations within 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 that you want to search the quote for by pressing {{KeyPress|F3}}. | *Enter the Account code of the customer that you want to search the quote for by pressing {{KeyPress|F3}}. | ||
*This will bring up a list of quotes saved against this account. | *This will bring up a list of quotes saved against this account. | ||
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*[[How do I Create a Quotation?]] | *[[How do I Create a Quotation?]] | ||
| − | {{KB_Tags|delete, Quotes, Quotations, | + | {{FAQ}}{{KB_Tags|delete, Quotes, Quotations, Estimates}}{{KB_ST}}{{ZN_Admin}} |
| − | {{KB_ST | ||
Revision as of 15:49, 29 June 2009
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This article or section is under review. Be aware: Content may change as the document is reviewed. |
Summary
This article explains how to search your old quotations within 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 that you want to search the quote for by pressing <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
