Change or remove items in quotation

Article • 4/27/2026 • 1 min read

A quotation estimates the price of goods you can produce and deliver. You can change or remove items in a quotation if you have not created a sales order from it yet.

To change or remove item

  1. Open the quotation.

  2. Click the Items tab.

  3. To change an item:

    a. In the grid, select the required item.

    b. Make your changes.

    c. On the Toolbar, click Save.

  4. To remove an item:

    a. In the grid, select the required item.

    b. Click Delete icon under the Action column.

    A message, Are you sure you would like to delete this record? appears.

    c. Click OK to confirm.

    Click Cancel to retain the item.