How do I delete old stock quotations?

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.
• When you click on a quote it will show the details in the review section at the bottom of the screen.
• Once you have found the quotation you wish to remove, 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?
• Selling Stock in Invoicing and Customer Orders

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Keywords AND Misspellings

delete, Quotes, Quotations, Estimates