Sales

Quotes - Delete Quote

Ribbon Access: Sales > Quotes

  1. The Sales Quotes listing screen will display.
  2. Select the Site the quote was created for.
    • The example has Durban selected.
  3. Ensure that the Status is set to New Quote.
  4. Click on the row of the quote you wish to remove.
  5. Click on Delete.

Short cut key: Right click to display the All groups menu list. Click on Delete.

  1. When you receive the Confirm delete quote message to confirm;
    • Are you sure you want to delete this quote?
  2. Click on Yes.

The Sales Quotes listing screen will be updated and the sales quote that has been deleted will no longer be listed.

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