How to edit a quote

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In this module, learn how to edit a quote’s information.

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Step 1.

Go to Quotes under the Quotes tab to view, edit, clone or delete the quote.

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Step 2.

You can click the edit icon in the Quotes screen or click the edit icon within a quote console screen.

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Step 3.

Make any necessary changes to the Quotes information. Click Save.

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Related Guides

Want to learn more? Check out these related guides

How to add quantity breaks

In this module, learn how to add quantity breaks to materials. This is a type of custom pricing where discounts are given to customers based on the quantity of an item purchased. This is particularly useful when customers make bulk purchases.

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How to add customer override pricing

In this module, learn how to add customer override pricing. This is used to set custom prices for specific customers.

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How to add price levels

In this module, learn how to set up pricing levels. These are used when you want to sell items at different prices to the unit charge you set up in the material item’s details.

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