How do I delete old stock quotations?
From Catalyst
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?
- How do I Print and Save a Quotation?
- How do I store and use a Delivery Address?
- How do I Retrieve a Quotation?
- Selling Stock in Invoicing and Customer Orders
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