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Quantum VS Help: Sales Desk |
A Sales Enquiry may be amended after it has been Completed. To edit a Sales Enquiry:
1. Retrieve the Sales Enquiry. You may retrieve and open the Sales Enquiry:
From the Finder. See Finding Sales Enquiries.
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 Enquiries tab of the Customer record. See Sales Enquiries Tab: Viewing Customer Sales Enquiries.
2. The Sales Enquiry 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 Sales Enquiry tab), in the other available tabs, and in the Properties area. For further details see:
4. Complete (or re-Complete) the Sales Enquiry if required. See Completing Sales Enquiries.