Home » Categories » Multiple Categories

’Un-Sell’ (Reverse) a Revision

If you have to "un-sell" a job,  just highlight all the line items transferred from the Revision, click on 'Edit' then select 'Cut'. Open a blank Revision and click 'Edit' once more, then select 'Paste' to copy all of those lines back into a Revision slot for a future sale.
4.33 (3)
Article Rating (3 Votes)
Rate this article
  • Icon PDFExport to PDF
  • Icon MS-WordExport to MS Word
Attachments Attachments
There are no attachments for this article.
Comments (3) Comments
Comment by brett oneill on Thu, Mar 7th, 2013 at 8:36 AM
my issue is how do you get declined revisions to go into recommendations ?? with out erasing it and rewriting .. any help would really be appreciated !
Comment by Mitchell1 Support on Thu, Mar 7th, 2013 at 12:07 PM
Recommendations need to be created independent of the revision. Part of this reason is because they are written differently. For example, your Recommendation may read "Recommended new brake pads at 75,000 miles" because that is what will appear on the invoice for you customers. Your Revision however, will simply be comprised of line items like the brake pads themselves, and the corresponding labor.
Comment by Ric Morin on Fri, Aug 8th, 2014 at 12:03 PM
I would also recommend transferring a blank revision after removing the lines. Select Current Order Variance so you update a new total estimate amount. This gives you a new, lower estimated total to go with the line(s) removal.
Related Articles RSS Feed
Clearing A Late Fee With F5 Batch
Viewed 4179 times since Wed, Jun 6, 2012
Verifying the Manager Update Has Been Run
Viewed 1735 times since Mon, Jan 6, 2014
Posted Order Report Totals Higher Than Totals On Cash Receipts Report
Viewed 10118 times since Wed, Jun 11, 2008
WIZ Scrolling Mouse Fix for WIN 7.0 64 Bit etc.
Viewed 3344 times since Fri, Aug 19, 2011
Email Balance Due Statements
Viewed 7789 times since Tue, Apr 7, 2009
Manager SE "You do not have an active license" Message
Viewed 3673 times since Wed, Sep 9, 2015
Prior Release Details
Viewed 2514 times since Fri, Nov 20, 2015
Import Data Into Shop Mgmt Database
Viewed 6609 times since Wed, Jun 25, 2008
Control or Prevent Charge Sales
Viewed 3357 times since Wed, Aug 13, 2008
Change Ownership
Viewed 7124 times since Fri, Jan 16, 2015