Cancelling an estimate

You can cancel estimates when the customer is not going to place an order.

You can use the Statistics report to analyse the ratio of completed estimates to cancelled estimates.

To cancel an estimate

Open: Estimating > Records > Cancel Estimate.

  1. Select the Reference for the estimates that you want to cancel.
  2. Click OK.
  3. If sales orders are linked to the estimate, confirm that you want to cancel the estimate. Cancelling an estimate with linked sales orders does not affect the sales orders.
  4. The estimate status changes to Cancelled.

    You can still view the estimate details and copy it but you cannot process it any further.

Note - information

The Sage 200 Manufacturing module is currently in extended support. You can find out more about support in our product lifecycle (opens in a new tab).

We are retiring the Manufacturing module from our software with the Sage 200 Professional 2025 R2 release. Please speak to your Sage Business Partner to find out more.