Difference between revisions of "Update quote page"
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<span style="color:red">'''Note:'''</span> You cannot change the client if the quote has receivables that are linked to the current client. So, to change the client, delete the linked receivables first. | <span style="color:red">'''Note:'''</span> You cannot change the client if the quote has receivables that are linked to the current client. So, to change the client, delete the linked receivables first. | ||
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| + | If the quote is already sent to the client, to update you need to bring it back to the '''"Draft"''' | ||
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| + | [[File:Draft quote.png|border|900px]] | ||
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| + | And then press '''"Update"''': | ||
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| + | [[File:Udate quote.png|border|900px]] | ||
Revision as of 15:58, 22 October 2020
Press "Update" to amend quote details:
It will open the Update quote page where you can update all basic details of the quote:
Press "Update" to confirm changes.
Note: You cannot change the client if the quote has receivables that are linked to the current client. So, to change the client, delete the linked receivables first.
If the quote is already sent to the client, to update you need to bring it back to the "Draft"
And then press "Update":
