Editing An Existing Quote

To view or edit an existing quote in the system:

1. Use the ‘Quoting’ module menu to select ‘Sales Enquiries/Quotes’.

2. Click the button on the ‘Sales Enquiries/Quotes’ form – this will pop up the ‘Search Quotes’ form.

3. Find the relevant quote by either scrolling to the required row, or by using the search filter at the top of the form. Click the refresh button to apply the filter.

4. Double click the required quote row to close the ‘Search Quotes’ form and load this quote into the ‘Sales Enquiries/Quotes’ form.

5. Proceed to make the required changes to the quote. If the quote has been ‘Authorised’, then only changes to the header information can be made.

6. Close the form or scroll to another record to save this new quote back to the database.