Deleting a quote or job card is a straightforward process, but it requires specific permissions and should be done carefully. Follow these steps to delete a quote or job card.
Steps to Delete a Quote or Job Card:
Navigate to the Week View:
Go to the schedule tab in your system.
Access the week view where you can see scheduled quotes or job cards.
Locate the Quote or Job Card:
In the week view, find the quote or job card that you want to delete.
Access the Delete Option:
Within the colour block of the quote or job card, look for a small icon resembling a dustbin (trash can).
Confirm Deletion:
Click on the dustbin icon.
The system will prompt you with a confirmation message asking if you are sure you want to delete this quote or job card.
Confirm your action by clicking "Yes" to delete the quote or job card.
Additional Notes:
Deleting a quote or job card is a permanent action. Ensure you have the necessary permissions and that you truly intend to remove the item before proceeding.
Deleted items may not be recoverable, depending on system settings.