Difference between revisions of "How do I delete old stock quotations?"
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== Summary == | == Summary == | ||
| − | This article explains how to search for old quotations in {{ST}} and | + | This article explains how to search for old quotations in {{Menu|Systems|{{ST}}|Invoicing & Customer Orders}} and remove them. |
== More Information == | == More Information == | ||
Go to {{Menu|Systems|{{ST}}|Invoicing & Customer Orders}}. | Go to {{Menu|Systems|{{ST}}|Invoicing & Customer Orders}}. | ||
* Enter the Account code of the customer for whom you want to find the old quotation. | * Enter the Account code of the customer for whom you want to find the old quotation. | ||
| − | * From the {{DataPrompt|Account}} field, press {{KeyPress|F3}}. | + | * From the {{DataPrompt|Account}} field, press {{KeyPress|F3}} or click {{Button|Quotations}}. |
* This will bring up a list of quotes saved against this account. | * This will bring up a list of quotes saved against this account. | ||
| − | * | + | * The details for the selected quote will show in the {{Tab|Review}} section at the bottom of the screen. |
| − | * | + | * Click to select the quotation you wish to remove then press {{KeyPress|F10}} or click {{Button|Delete}}. |
| + | * Click {{Button|Yes}} to delete the quote. | ||
=== Automatic Quotation Cleardown === | === Automatic Quotation Cleardown === | ||
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To setup this cleardown period go to {{Menu|{{ST}}|Maintenance Options|Stock Parameters|Quotation Parameters}} | To setup this cleardown period go to {{Menu|{{ST}}|Maintenance Options|Stock Parameters|Quotation Parameters}} | ||
| − | *Set the {{DataPrompt|Quotation Cleardown}} to the number of months, after which, quotations should be automatically removed. | + | * Set the {{DataPrompt|Quotation Cleardown}} to the number of months, after which, quotations should be automatically removed. |
== See Also == | == See Also == | ||
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{{KB_Tags|delete, Quotes, Quotations, Estimates}} | {{KB_Tags|delete, Quotes, Quotations, Estimates}} | ||
{{Hint}}{{KB_ST}}{{ZN_Admin}} | {{Hint}}{{KB_ST}}{{ZN_Admin}} | ||
| − | {{KB_Tags|ST94}} | + | {{KB_Tags|ST94, ST09}} |
Revision as of 10:12, 2 September 2015
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This article or section is under development. Be aware: Content will change as the document progresses. |
Summary
This article explains how to search for old quotations in " Systems Stock Control Invoicing & Customer Orders" and remove them.
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> 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 " 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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