Slide notes:
If a quotation has not been converted to a Sales Order yet, then it can be
cancelled at any stage.
Slide 2
Slide notes:
Slide 3
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.
Slide 4
Slide notes:
Slide 5
Slide notes:
Slide 6
Slide notes:
Slide 7
Slide notes:
Slide 8
Slide notes:
Slide 9
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.
