As you navigate through creating and managing quotes and orders, you might find the need to delete draft quotes or orders that are no longer relevant. This tutorial will guide you step-by-step through the process of deleting draft quotes and orders in Business Hub, ensuring that your system remains clutter-free and organized.
Prerequisites
- You must have Administrator, Sales Manager or Sales Team permission to use this feature.
To delete a draft quote/order:
- Log into your DecoNetwork website.
- Browse to Business Hub > Quotes or Business Hub > Orders.
- Click View to load draft the quote or order you want to delete.
- Click on the Delete Quote or Delete Order action.
The Delete Quote/Delete Order popup will be displayed, asking if you are sure you want to delete.
- Click YES to continue and delete the draft quote/order.
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