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Slide notes: If a quotation has not been converted to a Sales Order yet, then it can be cancelled at any stage.

 

 

 

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Slide notes: It is recommended that we record a note as to why the quotation is being cancelled, because this note will still be visible on the cancelled quotation.

 

 

 

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Slide notes: The quotation automatically moves to the "cancelled" group on the Customer dashboard, and we can drill into it to see who cancelled it, when, and if there is a note to explain why, we can see that too.

 

 

 

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