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Jun 15, 2023

Cancellation of a Web Quote

 

 

 

Overview

 

This article goes through the process of cancelling a web quote. You cannot delete a web quote from the import screen. You must import the quote and handle the cancelling from within the program.

 

 

Cancelling a web quote

 

1. Go to the Counter System from the Program Menu.

 

2. Select Tools from the upper left corner of the screen and choose Web Quote Import. 

 

Cancellation of a Web Quote 1.png

 

3. Double click on the web quote you want to cancel.

 

Web Quote Import.png

 

4. Once selected, the contract processing screen will be displayed:

 

Web Quote Contract.png

 

5. Select cancel from within the contract. Note: This will cancel the web quotes from the Web Quote Import box.

 

 

 

 

Related articles
 

Web Quote Import

 

 

 

 
 
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