How do I delete old stock quotations?

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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


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Keywords AND Misspellings
delete, Quotes, Quotations, Estimates