Cancelling A Sales Enquiry

You may cancel a Sales Enquiry before or after Completion. Note:

• If a Sales Enquiry is cancelled before Completion, it is removed from the system.

• If a Sales Enquiry 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 Sales Enquiry into a Quote or Sales Order it may be preferable - from the point of view of analysing sales performance - to 'lose' the Sales Enquiry, rather than cancel it. See Losing A Sales Enquiry.

To cancel a Sales Enquiry:

1.      If you are cancelling a new (i.e. open and not yet Completed) Sales Enquiry, go to step 3.

If you are cancelling a saved Sales Enquiry, find and open the Sales Enquiry. See Finding Sales Enquiries.

2.      When the Sales Enquiry 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 Sales Enquiry?' dialogue.

Note: You may be required, depending on your system settings, to input your User Name and Password.

NEXT: Working With Sales Contracts