Select Orders >> Quote >> Edit / Convert Quote.
If the Order needs to be edited after it has been created, the only fields editable are:
Add/Remove products, Qty Ordered, Order Number, Reference Number, Address details and Notes.
Simply double click on the line to select the quote for editing.
Or, list quotes by Customer. Select By Customer and select account code and then select the Quote from the list.
Confirm the customer details are correct, then go to the Order page.
If you need to quote on an item that hasn’t previously been in the system, use the !QUOTE wildcard and enter the
seal information in the Description field, Price etc. (You MUST create the Quote first to add ‘wildcards’).
You can add/remove items and adjust quantities from the Order page. Add all products and quantities required (Press Enter after typing a product name and quantity to add the product to the order ). Inactive items are highlighted in RED. Change the Freight option and add any notes on the Notes page if necessary and then Save/Print to process the quote and print or email it.
If you need to increase the Qty Ordered, increase the value and then select Check Stock to update the order and to confirm stock level.
- Quotes Grid
- Edit Quote