Change or remove a quotation

A quotation lists the price of goods you can produce and deliver. After you add a quotation, you may need to change the information in it. Or you may want to remove a quotation.

After you create a sales order from the quotation, you cannot change or remove it.

To change a quotation

1. Open the quotation.

2. Click the tab that contains the information you want to change.

3. Make your changes.

Note: You cannot change the quote status of an inactive customer. An error message ‘Cannot Change Status. Customer is INACTIVE.’ appears.

1. On the Toolbar, click Save to save your changes.

To delete a quotation

1. Open the quotation.

2. On the Toolbar, click Delete.

   A message, ‘Preparing to delete this information. Are you sure?’ appears.

3. Click OK to confirm.