The remove transaction can be used to remove either order records or prospect records. The Transactions menu contains either "Remove order" or "Remove prospect" depending on the type of record you have selected on the lookup screen. Click here for information on removing orders.
To remove a prospect, you must first use 'Lookup' to locate the prospect. (Click here for details on the lookup procedure.) Once you are on the "Subscription and prospect record" lookup screen, click on "Orders" to display the customer's orders, and then select 'Remove prospect' under 'Transactions' on the main menu.
A box with a message asking you to confirm that you want to remove this prospect will appear. Click on "Yes," and QuickFill removes the prospect record, then deletes the customer record, provided it isn't linked to any other prospect record or to a subscription, and returns you to the initial "Lookup" screen. If you Click on "No," QuickFill will not delete the prospect record; you will be left on the "Subscription and prospect record" lookup screen.
Since the 'Remove prospect' transaction is not a batched transaction, it is recorded in the miscellaneous batch. Click here for details on the miscellaneous batch.