The first step in deleting a sales order is to revert it to a proposal. Once you have reverted the sales order to a proposal, then you can delete it. Complete the following steps to delete a sales order. .

Step 1. Revert the sales order to a proposal

  1. Delete any change orders
  2. Delete any invoices
  3. Return any staged/delivered product back to stock
  4. Delete any associated project(s)
  5. Unlink the sales order from any other sales orders
    1. Sales Orders > Options button
    2. Click in the Link With Another Sales Order field
    3. Hit the Delete or Back key to unlink the two sales orders
  6. Revert the sales order to a proposal:
    1. Click the Options button
    2. Click the Revert to Proposal button

revert so to proposalRevert a Sales Order to a Proposal

delete proposalDelete a Proposal

Step 2. Delete the proposal
  1. Click the Options button
  2. Go to the Advanced Tab
  3. Click the Delete This Proposal button

Note: iPoint always recommends archiving proposals rather than deleting them. Archiving allows you to reference that proposal in the future. Deleting is permanent—as in hasta la vista, sayonara—all revisions are deleted, and there is no undo. So, make sure when you blow up that proposal, you really, really mean it.

Last modified: 25 Oct 2023

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