Items can be deleted from:
- Order, Quote, or Product view page
- Order > Items or Quotes Items tab > Item Vertical Ellipses
To Delete Items from the Order, Quote, or Product View page:
Step Action
1. From the Items table, select Items to be deleted by checking the boxes on the
left-hand side. All entries can be deleted by checking box to left of {New} under
Items.
2. Select {Delete}. A window will pop-up to confirm the items to be deleted.
3. Select {OK}. A results window will pop-up to indicate the selected
items have been deleted.
To Delete Items from the Quote > Items or Order > Items tab:
Step Action
1. From the Quote > Items or Order > Items tab, open the sub-action menu by clicking
on the vertical ellipses for an item.
2. Select {Delete} from the drop-down. A window will pop-up to confirm the items to be deleted.
3. Select {OK}. A results pop-up will indicate the selected item has been deleted.