1. Visit the Quote Source management page
2. Make sure that the Quote Source has no active quotes
If the Quote Source you want to delete was used in any quotes, then it will not be possible to remove the Quote Source right away. First, you need to reassign those quotes to another Quote Source. To do so, use the “Reassign Quotes” button below:
3. Reassign quotes if necessary
Choose another Quote Source to assign the quotes to, in the form that appears next (illustrated below) then click Submit. Please note that this action is irreversible.
4. Delete the Quote Source
Once you have confirmed that the Quote Source is no longer linked to any quote, then it can be deleted by clicking the button below. Please note that the action is irreversible.