Update quote page

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Revision as of 09:15, 26 July 2022 by Andrii (talk | contribs)

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Press "Update" to amend quote details:

1upd quote.png

It will open the Update quote page where you can update all basic details of the quote:

Update quote1.png

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"

Draft quote.png

And then press "Update":

Udate quote.png

Features described below will be available with the forthcoming system release.

Click "Update" to amend quote details:

1upd quote.png

It will open the Update quote page where you can update all basic details of the quote:

Update quote1.1.png

Click "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"

Draft quote.png

And then click "Update":

Udate quote.png

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