Quotes > Editing a Quote

To edit a Quote - open the Quotes module and click on the ‘Edit Quote’ icon to display the ‘Edit Quote Options’ pane. Enter the quote number or press <F2> and select the required quote from the pop-up list, and then click OK.

Edit Quote as required and press <F9> to save changes.

The user may notice that the “Attachment tab has moved position from the ‘New Quote’ window and a ‘Notes’ tab has been added. The ‘Notes’ tab is used to record and track issues related to the quote. To make a note record for the quote, click on the “Notes” tab to open and click on the ‘Add a Note’ button to open the “Add New Notes Record’ window. See example below.

Press <F9> to save Note and /or Quote.

To Print a Quote – The ‘Print Quote’ window will automatically appear when a Quote is saved. Set options by clicking on the radio buttons to select or de-select, click on the Print button when ready to print. See “Print Quote” in this topic.

Last Revised: 27/01/2012 SJ