Print, Duplicate, Void or Delete a Quotation | Zayls

Print a Quotation:  

1. Click  the  Quotation  you want to print.  
2. Click  Print.
3. A tab will open containing the quotation details in PDF format.

Duplicate a Quotation:  

1. Click the Quotation  you want to duplicate.  
2. Click 
3. Click  Duplicate. The sales order details will be copied,  and you may now edit details or add new items.  
4. Once you’re done, click Save  or  Save and Approve  located at the bottom. A message will appear if the  quotation is created successfully.  

Void a Quotation:  

1. Click the  Quotation  you want to void.  
2. Click  
3. Click  Void.  

4. A Void  confirmation dialog will appear. Click  Void to void the existing sales order or click  Cancel  to terminate your action.   

5. A message will appear if the quotation is voided successfully.  

Delete a Quotation:  

1. Click the Quotation  you want to delete.  
2. Click 
3. Click Delete.  

4. A  Delete  confirmation dialog will appear. Click  Delete  to delete existing quotation or click  Cancel to terminate your action.   

5. A message will appear if the sales order is deleted successfully.  

Related Article: View Quotation Activity Log