|
Quantum VS Help: Sales Desk |
A Quote may be amended after it has been Completed. To edit a Quote:
1. Retrieve the Quote. You may retrieve and open the Quote:
From the Finder. See Finding Quotes.
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 Quotations tab of the Customer record. See Quotations Tab: Viewing Customer Quotes.
2. The Quote is opened. Click Amend on the Toolbar - Sub Menu to place the document in 'Amend' mode.
3. You may now amend the available fields in the Header and Product lines sections (in the Quote tab), in the other available tabs, and in the Properties area. For further details see:
4. Complete (or re-Complete) the Quote if required. See Completing And Printing Quotes.