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Sales Orders: Editing a Quote

Manage and update Quotes efficiently to keep information accurate and up to date

Updated this week

Overview

👥 Access Permissions: only users with assigned permissions for creating Quotes and Sales Orders will see this option. Please review user roles prior commencing.

📍Where to find it in the app:

  • Global Search > search and select a Quote > Edit Quote

  • Sales > Sales Orders > search and select a Quote > Edit Quote

  • Sales > Customers > select a Customer > select Order history tab > search and select a Quote > Edit Quote.

How to edit a Quote via Global Search

  1. Click the Global Search icon (magnifying glass near the Factory logo)

  2. Enter the Quote #

  3. Select the Quote from the results

  4. Click Edit Quote

  5. Update required sections:

  6. Select Update Quote.

How to edit a Quote via Sales Orders page

  1. Navigate to Sales > Sales Orders

  2. Search for the Quote #

  3. Select the Quote from the results

  4. Click Edit Quote

  5. Update required sections:

  6. Select Submit as Quote.

How to edit a Quote via from a Customer's Order history page

  1. Navigate to Sales > Customers

  2. Select the relevant Customer

  3. Search for the Quote # in their Order history page

  4. Select the Quote from the results

  5. Click Edit Quote

  6. Update required sections:

  7. Select Submit as Quote.

Related Articles
Sales Orders
Sales Orders: Creating a Quote
Sales Orders: Quote Details
Sales Orders: Changing the Customer on a Quote
Sales Orders: Duplicating a Quote
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