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Quantum VS Help: Sales Desk |
A Sales Contract may be amended both before and after it has been Completed.
To edit a Sales Contract:
Note: If you are editing a new (i.e. open and not yet Completed) document, go to step 3.
1. Retrieve the Sales Contract. You may retrieve and open the Sales Contract:
From the Finder. See Finding Sales Contracts.
From the Open A Recent Document section of the Home tab (if the document has been recently closed). See Finding Recently-Viewed Documents.
From the Sales Contracts tab of the Customer record. See Sales Contracts Tab: Viewing Customer Sales Contracts.
2. Click Amend on the Toolbar - Sub Menu to put the document into 'Amend' mode.
3. You may now amend the available fields in the Header and Product lines sections (in the Sales Contract tab), in the other available tabs, and in the Properties area. For further details see:
Entering Sales Contract Header Details (e.g. editing dates, customer information)
Entering Sales Contract Product Line Details (e.g. amending quantities; adding/deleting lines)
You might wish to:
Cancel lines on the Sales Contract. Use the same method as for Sales Orders - see Cancelling A Line.
Cancel the whole Sales Contract - see Cancelling A Sales Contract.
4. When you have finished, Complete (or re-Complete) the Sales Contract as required. See Completing And Printing Sales Contracts.