Editing quotations

What changes can be made?

  • Change the date of the quotation.
  • Change the customer reference.
  • Assign a new sales rep to the quotation.
  • Select to print either a proforma invoice or a quotation.
  • Add or remove comments.
  • Add items to the quote.
  • Remove items from the quote.
  • Edit existing item details like quantities and prices.
  • Edit item descriptions.
  • Add or remove groups.

When can quotations not be edited?

Quotations can not be edited under the following circumstances:

  • The quotation has been rejected due to profit margin protection. This can however, be bypassed by enabling the Amend Rejected Quotes and S/Orders user right in the Other tab of the Users and Passwords menu.
  • The quotation has already been converted into a sales order. This can, however, be bypassed by enabling the Re-use Quotations on Sales Orders user-right in the Other tab of the Users and Passwords menu.

Editing a quotation

Navigate to the correct window

  1. Navigate to Orders / Quotations / Amend Quotation.

Call up the appropriate quotation

  1. Enter (or select) the appropriate quotation number in the left part of the Quote/Date text boxes.

Edit the quotation

  1. Make the desired changes.
Refer to the What changes can be made? section to see what kind of changes can be made.

Save the changes

  1. Click the Accept button.
  2. Make your desired changes on the Enter Message window and click the Accept button.
  3. Specify the print options and click the OK button, or click the Cancel button to close the window without printing.

Additional features when editing a quotation

You can click the links below to learn more about these features.


Was this article helpful?
0 out of 0 found this helpful