How to revise a Sales Quote
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IMPORTANT: If revising a quote from the actual Sales Quote ignore the first 2 bullet points. |
- Click on the Sales menu.
- Select Quotes.
Select the correct quote. Use the boxes under the headings to search for the quote.
| IMPORTANT: If the quote is at 'Status Locked', click the orange Revise Quote Box and click Confirm. |
Editing Sales Quote Details
- Click the right-hand pencil on the Sales Quote Details section.
- Edit the incorrect information by clicking in the relevant box.
| IMPORTANT: If the delivery address is not listed, follow the process to add a Customer Address. |
- Click Submit.
Adding Stock Codes
- Click the blue Add item button.
- Click in the Stock item box and type or scroll to the correct stock code.
- Edit the Quantity if applicable.
- Click the add extra description box and enter text in the Description box if required.
- Discount % will be automatically applied if applicable. Any additional discount should be signed off by a Manager.
- Click Submit.
Editing Stock Codes
- Click the right-hand pencil on the line to edit.
- Click into the boxes to edit.
- Click Submit.
Deleting Stock Codes
- Click the right-hand pencil on the line to delete.
- Click the red delete button.
- Click the red Yes button to accept or green Cancel button to cancel.
| IMPORTANT: To add/edit page breaks, follow the process Dividers and page breaks. |
- Click the blue View PDF button once all changes are complete.
- Click the (anonymous) x to come out of the PDF.
- Click the blue Edit PDF text to edit the default text if required.
- Once checked click the green Complete Quote button.
- Click Confirm.