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.

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

• How do I Create a Quotation?

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Keywords AND Misspellings

delete, Quotes, Quotations, Estimates