Return proposals
When to use this procedure
Use this procedure to remove outstanding proposals from a customer's account. To sell a proposal, refer to Pull in a proposal.
Example of use
You wrote a proposal for the purchase, shipping, and delivery of an upright piano for one of your customers. That customer eventually purchased a different piano and the proposal expired. Use this procedure to remove that proposal from the customer account.
Steps to complete
Prerequisites: A customer must have an outstanding proposal on his or her account to complete this procedure.
- On the Modules menu, point to Returns and click Return Proposal.
- Select a customer account and click Select. The Return Proposal window displays.
- Select the proposal(s) you want to return.
- If necessary, change the return date in the Date box.
- Click Save.
