How to Delete a Quote, Sale, or Order From SalesPRO

How to Delete a Quote, Sale, or Order From SalesPRO

Summary

This article describes how an unnecessary quote, sale or order can be deleted from SalesPRO software.    Please note that if a sale or order has a payment attached to it, it can not be deleted (Sales/Orders with payments cannot be deleted) .   Cancel the sale/order to release the payment, then it may be deleted.

Instructions

  1. From within SalesPRO, open your list of quotes/sales/orders.
  2. Locate the entry you wish to delete.
  3. Click once to highlight the entry in blue.
  4. Click on the Delete icon on the toolbar.
  5. You will receive a popup message asking If you are sure to wish to delete the entry.
  6. Press Yes.
  7. The entry will be deleted.
  8. Before a sale or order can be deleted, all payments must be removed.


Concerning Deletions

When deleting a sale or order, if a payment is attached you will be prompted to remove the payment (unallocate the amount).  Before a sale or order can be deleted, all payments must be removed.

Deleting quotes, sales or orders is not recommended.  By deleting the entry, statistical reporting is affected, and follow-up for the actual reason for not completing the quote/sale/order is lost.  Deleting a quote or sale may be a valid action if there were fundamental errors made when originally created, and it would be easier to start over.

Applies to

  • SalesPRO Software

    • Related Articles

    • Preview of a Quote or Sale does not reflect the same totals as Order Entry

      Summary When working on a quote or sale you notice that a preview of the quote or sale doesn't reflect the same totals as the Order Entry page. This can occur when the following conditions exist: The quote or sale includes a customer promotion, given ...
    • How to Duplicate a Quote or Sale

      Summary This article will explain how to duplicate an existing quote or sale in SalesPRO.  Orders cannot be duplicated. More Information To duplicate a quote or sale: Click the Quotes or Sales icon on the Home tab. Highlight the quote or sale you ...
    • Best practices for converting a quote to a sale to insure accurate puchase order creation

      Summary The SalesPRO software creates Purchase Orders (POs) when a quote is converted to a sale.  For users who have one or more roaming workstations, it is critical that your business practices include a plan for who will be responsible for ...
    • How to Find a specific Quote / Sale / Order / Purchase Order

      Summary: Once you have been using Solatech Focus for a while, your lists of Quotes, Sales, Orders, and Purchase Orders may begin to get a little lengthy.  Your Quote / Sale / Order / Purchase Order may also no longer show on the list because it is ...
    • How to Delete a Quote or Order From Solatech

      Summary This article describes how an unnecessary quote or order can be deleted from Solatech software.  Please note that if an order has a payment attached to it, it can not be deleted (Orders with payments cannot be deleted)  Instructions From ...