Step by step
- Open Services > Quotation List and click Action > Edit on the quotation.
- Correct the Customer, Date, Sales Account or Price Group if needed.
- Add lines with Search Product and Add. Click a line to change its quantity, price, discount or tax, or use the delete icon to remove it.
- Correct Sale Discount, Sale Tax, Shipment Charge, the shipment details and the notes on the right.
- Press Save Changes (F8).
Good to know
- Date and Sales Account stay required.
- Edit is shown only in the shop that made the quotation and needs the permission to edit service quotations.
- A job card already made from this quotation keeps its own lines; edit the job card separately.