Print, Duplicate, Void or Delete a Quotation - Smarter Sales & Inventory Management | Zayls

by Zayls
2 years ago
0 Views
Knowledge Base Sales | Print, Duplicate, Void or Delete a Quotation

Print, Duplicate, Void, or Delete a Quotation

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. 

Voida 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.  

Editing is not allowed once a transaction has been voided. Printing, duplicating of  Quotation details, and viewing the activity log are the only actions  allowed after voiding. 

A Quotation cannot be voided if there is an active sales order that is linked to it. 

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.  

Deletion is only allowed when the sales order is Pending.  Quotation # of deleted quotation can be used again.

Related Article: View Quotation Activity Log