You are currently viewing documentation for version 3.0 which is not a long-term support release. The latest long-term support release is version 1.6

Expire a Quote

Expire a Quote (From the Quote List)

Important

You can expire a quote in this way only when the Quote Management Flow / Backoffice Quote Flow with Approvals are inactive.

To indicate that the quote’s validity period is over from the quote list:

  1. In the main menu, navigate to Sales > Quotes. The quote list opens.
  2. Choose the quote that you need to expire, click the More Options menu at the end of the row, and then click the Expire Quote icon.
  3. In the confirmation dialog, click Mark as Expired.

The quote’s Expired field in the list is now set to Yes.

Expire a Quote (From the Quote Details)

Important

You can expire a quote in this way only when the Quote Management Flow / Backoffice Quote Flow with Approvals are inactive.

To indicate that the quote’s validity period is over from the quote details page:

  1. In the main menu, navigate to Sales > Quotes.
  2. Choose the quote in the list and click it. The quote details page opens.
  3. Click the Expire Quote button on the top right of the page.
  4. In the confirmation dialog, click Mark as Expired.

The quote is now marked as Expired:

../../../../../_images/quotes_expired.png

Expire a Quote (From the Quote Details)

Important

You can expire a quote in this way only when the Quote Management Flow / Backoffice Quote Flow with Approvals are inactive. Otherwise, use the Edit transition defined within the active workflow:

../../../../../_images/quotes_workflowedit1.png

To indicate that the quote’s validity period is over from the quote details page:

  1. In the main menu, navigate to Sales > Quotes.

  2. Choose the quote in the list and click it. The quote details page opens.

  3. Click Edit on the top right of the page:

    ../../../../../_images/quotes_edit1.png
  4. Update the Quote General Information, Line Items, Shipping Address, or Shipping Information sections. See Create a Quote section for detailed information on the available options.

  5. Click Save on the top right of the page.

The quote is updated.

Browse maintained versions:
3.01.6

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