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Hide Sale Quotes
Hide Sale Quotes

How to Hide Sale Quotes

Updated over a week ago

Description

This article describes how to hide Sales Quotes after certain days.

Detail Steps

Workflow Restriction

This User Level Setting and will need to be applied for each user individually.

  1. Login to WMS.

  2. Go to Options > Preferences > General Tab.

  3. Click on Hide Sale Quotes after > select your preferred method from the following options:

  4. Record Preferences to Save.

Related Information

Please get in touch with Datapel support to discuss bulk deletion or cancellation of Quotes.

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