How to reset the invoice, delivery, supplier order, sales contract and quotation

In Winner, users can reset the invoicing, delivery dates and delivery verification, the supplier orders, the sales contract and the quotation. Users can reset any of these stages at any time, however they must be reset backwards, from Invoicing to Quotation.

 

How to reset Invoicing

At Project level:

1. Click Invoicing.
   
    
2. In the Invoices and payments window, in the Invoices and Credit notes section, left-click an invoice to select it.
   
    
3. Click Invoice drop-down box, at the bottom right, and select Delete selected.
   
    
4. In the Confirm window, click Yes.
   Note: Users with multiple invoices should repeat the above steps until all are deleted.
   
    
5. In the Invoices and payments window, click OK or Close.

How to reset Delivery

Note! To reset Delivery, users must first have reset Invoicing.

At Project level:

1. Click Delivery and select Cancel end of installation note.
   
    
2. In the Confirm window, click Yes.
   
    
3. Click Delivery and select Cancel delivery note.
   
    
4. In the Confirm window, click Yes.
   
    
5. Click Delivery and select Set delivery dates.
   
    
6. In the Ordering and delivering window, in the Delivery to customer section, delete the dates in the Promised date field and Delivery date field.
   
    
7. Click Close.

How to reset Order to supplier(s)

Note! To reset Order to supplier(s), users must first have reset Delivery.

At Project level:

1. Click Order to supplier(s).
   
    
2. In the Ordering and delivery window, click Cancel the order.
   Note: If there is more than one supplier you must complete this step for all suppliers.
   
    
3. In the Confirm window, click Yes.
   
    
4. In the Ordering and delivery window, click Close.

How to reset Quotation Acceptance

Note! To reset Quotation Acceptance, users must first have reset Order to supplier(s).

At Project level:

1. Click Quotation Acceptance and select Cancel quotation acceptance.
   
    
2. In the Reset the quotation's status window, users can select:
   • Reset status 'Approved for order', 'Sales contract sent' and 'Quotation sent' 
   • Reset status 'Approved for order' and 'Sales contract sent'
   • Reset status 'Approved for order'
     Note: Users can also choose to reset or retain the delivery date and order number by ticking or unticking the Reset requested delivery date and Reset order nr boxes.
     
      
3. Select the desired option click OK.

For more information, see Quotation Acceptance.

How to reset Quotation

Note! If the user selected Reset status 'Approved for order', 'Sales contract sent' and 'Quotation sent' when resetting Quotation Acceptance, they do not need to reset Quotation.

At Project level:

1. Click Quotation and select Cancel quotation.
   
    
2. In the Confirm window, click Yes.

For more information, see What does 'Quotation sent' mean?

Related articles

Quotation Acceptance

What does 'Quotation sent' mean?