Cancelling a Quote or Booking

Learn how to cancel a quote or booking in iVvy.

If a Quote or Booking is no longer going ahead, you can change the status of the quote/booking to Cancelled.

Cancelling a Quote

1. Navigate to Sales > Quotes > Select your quote > Edit
2. Click on the Details Tab
3. Scroll down to the Status and click Change Status
4. Change the status to Cancelled
5. You will be prompted to update the opportunity status
6. Enter the reason for the quote cancelling. This will be tracked in your reports
7. Enter the optional Lost to Property if you know if your customer went with a competitor
8. Confirm the date that the quote was cancelled. This will be tracked in your reports
9. Click Change

Alternatively, we do have a quick short cut: 

1. Navigate to Sales > Quotes > Select your quote >  Click Change Status
2. Change the status to Cancelled
3. You will be prompted to update the opportunity status
4. Enter the reason for the quote cancelling. This will be tracked in your reports
5. Enter the optional Lost to Property if you know if your customer went with a competitor
6. Confirm the date that the quote was cancelled. This will be tracked in your reports
7. Click Change

Cancelling a Booking

1. Navigate to Bookings > Bookings > Select your booking > Edit
2. Click on the Details Tab
3. Scroll down to the Status and click Change Status
4. Change the status to Cancelled
5. The opportunity status will update to cancelled as well. This will be set as Yes by default. You can choose to change this to NO, and manually update the opportunity to another stage as required
6. Enter the reason for the booking cancelling. This will be tracked in your reports
7. Enter the optional Lost to Property if you know if your customer went with a competitor
8. Confirm the date that the booking was cancelled. This will be tracked in your reports
9. Click Change

Alternatively, we do have a quick short cut: 

1. Navigate to Bookings > Bookings > Select your booking >  Click Change Status
2. Change the status to Cancelled
3. The opportunity status will update to cancelled as well. This will be set as Yes by default. You can choose to change this to NO, and manually update the opportunity to another stage as required
4. Enter the reason for the booking cancelling. This will be tracked in your reports
5. Enter the optional Lost to Property if you know if your customer went with a competitor
6. Confirm the date that the booking was cancelled. This will be tracked in your reports
7. Click Change