7.5. Edit Quotation

This option allows you to change anything that has been entered in an existing quote. A screen will be displayed that allows you to enter the quotation you wish to edit.

You can either type in the Quotation number, or press [F2] to pop-up a list of quotations on file.

The first screen displayed is the quotation information screen. Use the [Enter] and [Esc] keys to move through the screen and enter any changes or press [Ctrl][Enter] to quickly go to the Quotation body screen.

Press [Ins] to add an item.

Press [Enter] to edit an item.

Press [Del] to delete an item.

[F9] allows you to add, change or delete a line item's description.

Note : Any items with a yellow triangle displayed beside them have a description entered.

When you are happy with the edited details, press [Ctrl][Enter] to save the changes. You then have the option to edit another quotation, or press [Esc] to return to the Quotation Menu.

7.5.1. Entering Messages on the Quotation

The leader and follower messages are entered in the Print Quotation option. Refer to Print Quotation for more information.