How to Delete a Quotation in GPOS

This tutorial will guide you through the process of deleting a quotation in GPOS.

🛠️ Why You Might Need to Delete a Quotation

• The quotation was created by mistake

• The customer canceled the request

• Duplicate or incorrect quotation needs removal

• To maintain accurate records in your quotation list

📋 Steps to Delete a Quotation in GPOS

✅ Step 1: Go to Quotation List

1. Log in to your GPOS dashboard.

2. From the side menu, navigate to the “Order” module.

3. Click on “Quotation List” to view all existing quotations.

✅ Step 2: Search for the Quotation

1. Use the filters to locate the quotation you want to delete.

2. Search by Quotation ID, Customer Name, or Date.

3. Select the specific quotation from the list.

✅ Step 3: Open the Quotation

1. Click on the Quotation you want to manage.

2. Review the quotation details:

   • Customer

   • Quotation ID

   • Products and quantities

   • Prices, discounts, and taxes

   • Shipment details (if any)

   • Total amount

✅ Step 4: Delete the Quotation

1. Click the “Delete” button.

2. Confirm the deletion when prompted.

3. The quotation will be permanently removed from the system.

🔐 Important Notes

• Only authorized users can delete quotations.

• Once deleted, the quotation cannot be recovered.

• Ensure you really want to remove it to avoid record loss.

🎯 Tips

• Always double-check the quotation details before deletion.

• Use the search filter to quickly find older quotations.

• Maintain a log of deleted quotations if needed for auditing purposes.

By following these steps, you can efficiently delete unnecessary or incorrect quotations in GPOS, keeping your records accurate and organized.