Difference between revisions of "How do I delete old stock quotations?"

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Revision as of 12:08, 11 April 2019

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


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Keywords AND Misspellings
delete, quotes, quotations, estimates
Tags

ST09, ST94