How do I delete old stock quotations?
From Catalyst
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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
