How to Edit a Quotation in GPOS

This tutorial will guide you through the process of editing a saved quotation in GPOS while keeping the original quotation ID unchanged

🛠️ Why You Might Need to Edit a Quotation

• Customer requested a change in product quantity or items

• Discount needs to be updated or corrected

• Pricing group (e.g., Silver, Gold) has changed

• Shipment details or customer information needs updating

📋 Steps to Edit a Quotation in GPOS

✅ Step 1: Go to the Quotation List

1. Log in to your GPOS dashboard.

2. From the side menu, navigate to “Quotation Management.”

3. Click on “Quotation List.”

✅ Step 2: Search and Select the Quotation

1. Use filters to find the quotation you want to edit.

2. You can search by Quotation ID, Customer Name, or Date.

3. Select the quotation you wish to modify.

✅ Step 3: Click on “Edit Quotation”

1. After selecting the quotation, click on the “Edit” option.

2. The quotation will open in editable mode with details like:

   • Quotation ID

   • Date

   • Sales Account / Sales Ledger Account

   • Price Group (e.g., Silver, Gold)

✅ Step 4: Make Necessary Changes

• Update customer details (name, address, contact)

• Modify product list:

  • Search product by name or code

  • Adjust Quantity, Unit, Unit Price, or Discount

  • Enter IMEI/Serial No. or other product info

• Update shipment details:

  • Shipment Address, Shipment Status, Delivered To

• Edit notes, if required

• Recalculate Subtotal, Sale Discount, Sale Tax, Shipment Charge, and Total Amount

✅ Step 5: Save and Print (If Required)

1. After making corrections, click “Save” to update the quotation.

2. The original Quotation ID will remain the same.

3. You can also click “Print” to generate an A4 quotation copy for the customer.

🔐 Important: User Permissions

• Only authorized users can edit quotations.

• Every edit is logged for accountability and future reference.

🎯 Tips

• Double-check item prices and discounts before saving.

• Always verify shipment details with the customer.

• Use the Price Group feature to apply customer-specific pricing easily.

By following these steps, you can smoothly edit an existing quotation in GPOS, ensuring accuracy in your sales process while retaining the original quotation ID.