How do I delete old stock quotations?
From Catalyst
Summary
This article explains how to search for old quotations in " Stock Control Invoicing & Customer Orders" and remove them.
More Information
Go to " 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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Tags
ST09, ST94
