How to cancel a previously won quotation based on a customer cancelling the order.

In this article we will take you through how to cancel a quotation and an order

By following these recommended steps for cancellation this will ensure your records are maintained with your cancelled orders and quotations,

but, it will also update your leader board on your widgets.

N.B. You will need to have the relevant authorisation levels to make these amendments, if you don’t have the correct access please contact your Layer administrator.

Step 1:  Locate the quotation

There are a couple of ways in which you will be able to action this.

SEARCH BY QUOTE NUMBER

If you know the quote number, enter it into the global search bar and select enter (pictured below)

SEARCH BY STACK

You can view all won quotations by using (or creating) an ‘All Won Quotations’ stack

If you are unsure how to promote a work stack please see our knowledge base article titled:

How do I promote custom work stacks to my home screen or landing?

If you don’t know how to create a work stack please contact your Layer system administrator.

SEARCH BY SIGNED QUOTES WIDGET

If it is a recent quotation you can access this via the ‘signed e-quotes’ widget