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Amend quotations

To amend quotations

Open: Sales Order Processing > Quotations > Amend Quotation.

1. Click Show All Quotations to display all previously saved quotations, or select a specific quotation from the Selection Criteria area of the window.

2. Select the quotation from those displayed, and click Amend Quotation.
3. Amend the quotation details and delivery and invoicing details as required.
4. You can add, edit or delete goods, service and cost items for the quotation.
   • To add items to the quotation, click Add Items and select the required item line type.

   • To edit items, select the item that you want to amend and click Edit Item.

     Note: If you choose to amend the exchange rate after entering prices manually you are prompted to confirm the order prices. You can choose to retain the manually entered prices or reset them to those specified in the Price Book.

   • To delete items, select the item that you want to delete and click Delete Item.
   • To change the print sequence of items, select an item line and use Move Up or Move Down.
5. To complete the quotation, click Save, and confirm the changes to the quotation.

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