Deleting a Bid
The system allows you to delete any bid from the account, helping you manage your records and clear out unnecessary data. This guide explains the required permissions, the ways to delete a bid, and the impact this has on related documents.
Permissions
The user must have the “Edit & Delete All Bids” or “Edit & Delete His Own (Created) Bids” permission to be able to delete a bid from the system.
Ways to Delete
You can delete a bid using either of the following two methods:
From Within the Bid’s View Screen
- Open the bid you want to delete.
- Click the “Delete” button shown in the action bar at the top of the screen.
From the Bids List
- From the main menu, click on “Construction”, then click on “Bids”.
- Search for the bid you want to delete.
- Click the three-dot (⋯) menu next to the bid, then select “Delete”.
Confirming the Deletion
Regardless of the method used, a confirmation message appears: “Are you sure you want to delete ‘bid_title #code’?”
- Click “Yes” to confirm the deletion.
- Click “No” to cancel.
عند نجاح الحذف
- You are automatically redirected to the Bids list screen.
- A success message appears: “Bid deleted successfully.”
Deletion Impact
Warning: When a bid is deleted, all quotations linked to it are automatically deleted as well.