Accepted quotes can be cancelled

What changed

Accepted quotes can now be cancelled too. Cancelling also cancels the linked sale and its open service files in the same step, and the action is written to Denetim İzi (Audit trail). If the sale has an invoice that is not cancelled, the cancellation is refused; cancel the invoice first, as accounting records are not touched this way.

Cancelling changes the status of the quote, sale and service file records in the panel. It does not by itself settle whether your contract with the customer ends, or any refund or withdrawal; you handle those with your customer separately.

Changing the sender of a quote is now also open to members who can see all quotes. Members who see only their own records cannot change the sender.

Who it is for

Plans: Starter and above. Cancelling needs quote update, all-sales and service file update permissions.

How to use it

Open the quote from Teklifler (Quotes) under Satış and choose İptal (Cancel).