Changing a Quote
Contents
Overview
This topic describes how to find and edit a quote. If you know its ID number, you can import and edit the quote right from within the print quote window. Select Quote Price > Quote Printing, then click the Rolodex button at the bottom of the quote window.
That probably won't happen often. You normally have to search for the quote before you can edit it. In that case, select Quote Price > Edit Quote to open the price sheet selection window.
The Update button does what you would expect it to do, it opens the Edit Print Quote window.
The Paperclip button is unique to this window. It copies the highlighted price sheet to the Windows clipboard. When you open the New Print Quote window and there is a price sheet in the clipboard, an identical button there will let you paste in a copy. Not for editing, but as a template from which to make another quote.
To search for a quote for a specific customer, place the highlight bar over that customer in the price sheet selection window, then click the Find button.
Wrong customer? Click the Rolodex button in the upper right corner of the quote search window.
Too many quotes to look through for the same customer? Click on a specific Product Category to narrow the search to that category.
The quote search window comes with its own Find button, one that let's you search for a Keyword. If you write more than a few quotes a week for the same customer, keywords are a powerful search tool. To add a keyword or a comment to a quote, press the F8 button in the quote window.
Neither the paperclip button nor the Rolodex button are available when we change a quote. The paperclip button pastes a copy of another quote from the Windows clipboard, but that's for making new quotes only. The Rolodex button would import a quote for editing. Except, we're already editing!
See also