When converting a quote to an order, you can delete a payment method that has been added
to the quote. For example, after specifying that $500 be charged to the customer's credit card, if
the customer has a change of mind and wants to provide a check to pay, you can delete the credit
card.
About this task
To delete a payment method before converting a quote to an order:
Procedure
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Log in to Sterling™ Field Sales.
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From the application sidebar menu, click Quotes.
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The Quotes home page is displayed. Expand the Search
Criteria panel and enter the appropriate search criteria.
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Click Search. The search results display quotes matching the search
criteria.
- If only one quote matches the search criteria, the Quote Details screen is displayed.
- If multiple quotes match the search criteria, the list of quotes is displayed in the
Search Results panel. Click the corresponding Quote Name
hyperlink. The Quote Details screen is displayed.
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Click the Actions hyperlink, and then click
Convert to Order.
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The Convert to Order screen is displayed. In the Payment Methods panel,
click the Delete icon corresponding to the payment method you want to delete. The payment
method is no longer displayed in the list of payment methods.
- Click Confirm.
