Order Entry Guide - Closing Quotes and Orders part 4 of 5
Closing Quotes and Orders - Order Entry part 4 of 5
Orders and quotes created in Order Entry cannot be deleted once they are saved. This is done to
preserve history. To close and order follow the steps below.
Close Quotes and Orders
1. Starting from Inventory Management, select Order Entry if your account is multi-location
select the location that the order is in.
2. When the form opens select the order by entering the id or right clicking ans select List
Open or List Recent.
3. Confirm that the selected transaction is the correct one to close.
4. Click the Close Order(White Document with red x) icon to close the order. Answer the
prompt to confirm closing the quote or order.
5. The transaction is now closed and the form will clear.
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see Pt 2 - OE - Create Quotes and Orders
see Pt 3 - OE - Billing Orders
see Pt 5 - OE - Maintain Back Order
**If at any point you run into any issues, feel free to email [email protected] for assistance.**