Summary:
This document explains how a user will be able to delete Quote Items using Export/Import process.
Deleting Quote Items:
1. Log in to ServiceBox and click on the drop down on top right corner under your user name.
2. Click on “settings”
3. Click on the "Quote" and then select “Quote Items”
4. Click on “Export” button to export the quote items in an Excel spreadsheet
5. The system will generate an Excel file for you titled "ServiceBox Quote Items Items workbook"(If in Protected View click on “Enable Editing”).
6. Locate the “Delete” column
7. Chang the value from ‘No” to “yes” for the first record in “Delete” column
8. Copy the value down the entire column so that all the records are marked for deletion
9. After updating the Excel file, save the file in the same format.
10. To import the file back, go to "Quote" and then select “Quote Items”
11. Click on “Import” button
12. Click on the “Choose File” button to select the file
13. Select a file and click on Open.
14. Click on the “Import” button.
15. Wait for 10 to 15 minutes for the process to complete. The User importing the file will receive a message in their email inbox once the file import is completed.