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Quantum VS Help: Sales Desk |
You may cancel a Quote before or after Completion. Note:
If a Quote is cancelled before Completion, it is removed from the system.
If a Quote is cancelled after Completion, it is kept on the system but assigned 'Cancelled' status and all Product lines are removed.
Note: If the Customer is not interested in converting the Quote into a Sales Order it may be preferable - from the point of view of analysing sales performance - to 'lose' the Quote, rather than cancel it. See Losing A Quote.
To cancel a Quote:
1. If you are cancelling a new (i.e. open and not yet Completed) Quote, go to step 3.
If you are cancelling a saved Quote, find and open the Quote. See Finding Quotes.
2. When the Quote is open, click Amend on the Toolbar - Sub Menu.
3. Click Cancel on the Toolbar - Sub Menu, then select Cancel Enquiry:
4. Click Yes to the 'Are you sure you want to cancel this Quote?' dialogue.
Note: You may be required, depending on your system settings, to input your User Name and Password.