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How do I delete a quote?

Maxime avatar
Written by Maxime
Updated over 3 weeks ago

In this manual you will find out how to delete (archive) a quote in Akti. For this there are 2 options.

Tip You can only delete (archive) documents in draft mode.

1. From a quote in draft mode

Go to the Quotes submenu of the CRM module. Click on the quote you want to delete in the list of quotes and then press on the Actions button "Archive".

N_TUT_NL_FR_ENG_afb44.png

2. From the list view for quotes in draft mode

Once again, go to the Quotes submenu of the CRM module. Then click on Dropdown at the end of the line of the quote you wish to delete and choose "Archive".

N_TUT_NL_FR_ENG_afb45.png
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