[Pre 3.3] Cancelling a Quote

To either cancel a quote or reinstate a cancelled quote, first open up the quote you wish to work on in Quote and Invoice Management.

Cancelled a Quote

1. Right click on the status Quote at the top right and select Cancel Quote.
   
   
2. Enter Password (if required).
   
3. Enter staff initials.
   
4. Click Yes on the confirmation window.

Reinstating a cancelled quote

1. Click Reverse Status at the bottom.
   
2. Click Yes to confirm.

Only Quotes to Account Customers can be reinstated. For Non-Account Customers, click Copy to create a new quote

• Related Articles

• [Pre 3.3] Statuses in Quote and Invoice Management

  In Quote and Invoice Management, each quote/invoice is given one of the five possible statuses explained below. The current status is highlighted in the top-right of the window. Quote Created either from the POS screen (suspended sale) or directly ...

• [Pre 3.3] Creating a Supplier Order from Quote & Invoice Management

  When you do not have sufficient stock on-hand to fulfil a customer quote/invoice, you can create an order directly from the same screen. Retailer uses the amounts in Quantity on Backorder as the amount to order. Ordering Stock From A Pending Invoice ...

• [Pre 3.3] Finalizing & Paying a Customer Invoice / Quote & Invoice Management

  Sending Quotes to POS - direct sale A customer invoice is not recorded as a sale by Retailer until its status is changed from Quote to an Invoice or sent to POS. While an invoice has a Quote status, it is effectively a Quote for goods and can be ...

• [Pre 3.3] Print a Pick Slip in Quote & Invoice Management

  A pick slip shows the same information, except for prices, of an invoice and is used to mark off what items need to be gathered for an order to be completed. From the main screen of Retailer, click on Stock Maintenance-> Quote and Invoice Management. ...

• [Pre 3.3] Quote and Invoice Management Settings

  Changing Quote and Invoice Management Settings From the main screen of Retailer, click on Stock Maintenance -> Quote and Invoice Management. Click on Setup. Default Delivery Date is # days from Created Date – Lets you set the default number of days ...