How do I delete old stock quotations?

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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


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Keywords AND Misspellings
delete, Quotes, Quotations, Estimates


Feedback
Thank you for using our Knowledge Base, we value your feedback. Did you find this article useful? 'Yes' or 'No'
Keywords AND Misspellings
ST94, ST09