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Deleting Quotes

When you click the Delete button on the Quotes form, you will get a message warning  that you are about to delete the selected customer quote.  You have the option at this point to cancel or go ahead and delete the selected record.  If you confirm that you want to delete the selected record, VisionCore will delete it and there will be No way of retrieving that customer quote again.

 

The Delete button can be disabled so that other users can't delete any of the Quote records.  You can enable or disable the Permission checkbox for Delete Quotes in the Security form, Form Permission Tab.

 

Deleting a Line Item

The Ellipse button in the Line Item Detail next to every Item No will open the Line Item Options form where you can choose to delete the selected line item.  When this form opens click the Delete button to delete the line item.

 


Related Topics

Quotes

Quotes Overview