Delete an Offer

This feature allows the sales management user to delete offers that are no longer used or needed, to keep the offers list clean and up to date.

Steps to Delete an Offer

An offer can be deleted in two ways:

First Method — From the Offers List:

1. From the offers list, click the “…” icon next to the offer you want to delete.
2. Select “Delete” from the menu.

Second Method — From the View Offer Screen:

1. Open the details of the required offer from the offers list. To access this screen, see the Viewing Offer Details and Affected Invoices article.
2. Click the “Delete” button at the top of the offer screen.

Confirming the Deletion:

3. A confirmation message appears: “Are you sure you want to delete this offer?”

4. Click “Yes” to confirm the permanent deletion, or “No” to back out of the operation.

5. Once the deletion succeeds, the message “Offer has been deleted successfully” appears, and you’re automatically redirected to the offers list screen. The deleted offer will no longer appear in search results or lists.

How the System Works

• When deleting offers previously used in invoices, existing invoices are not affected, and the historical offer information already applied to those invoices remains unchanged.
• The deletion process is final and cannot be undone once confirmed.