Once you accept a quotation it will be moved into the Sales Orders tab. The right-click Accept Quote menu will now be titled Order Details.
However you can reset a sales order and undo the quote acceptance. The sales order will be reset back to a quotation and the anticipated delivery date will be removed.
- Right-click the Order Ref (either from the Customer List or Projects > Sales Orders).
- Go to More... and select Reset Order:
- You will see a confirmation system message. Any purchase orders will be removed and the dates entered into the Accept/Order Details screen will be removed. Click Yes to continue.
- You will be informed on a system message of the dates that have been removed from the schedule (fitting date, delivery date, production date).
Your sales order reference will now be moved back to the quotations list. It can be accepted again at a later time.