Editing An Estimate

To edit an existing ‘Estimate’ on a line item of a quote:

1. Load the relevant quote in ‘Sales Enquiries/Quote’.

2. On the line item that is to have an ‘Estimate’ edited (and the line is not white in colour), double click on the ‘Product Code’ cell within the grid.

3. Provided an estimate currently exists for this line item, the ‘Estimate’ form is now shown ready for data entry.