How to Delete a Quote, Sale, or Order From SalesPRO
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.
From within SalesPRO, open your list of quotes/sales/orders.
Locate the entry you wish to delete.
Click once to highlight the entry in blue.
Click on the Delete icon on the toolbar.
You will receive a popup message asking If you are sure to wish to delete the entry.
The entry will be deleted.
- Before a sale or order can be deleted, all payments must be removed.
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.
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.
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 ...
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 ...
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 ...