Inspecting and Changing Quotations
You can change a Quotation at any time, e.g. add or decrease the offered Quantity of a certain Item, remove or add rows etc. To do so, follow these steps:
- Click the [Quotations] button in the Master Control panel. The 'Quotations: Browse' window is opened, listing all Quotations.
- Double-click on the record you want to inspect or change. The window 'Quotations: Inspect' will appear. This is identical to the 'Quotation: New' window described here.
- If you want to increase the quantity of a certain item, place the cursor in the Qty field and enter the new value. The Sum (and the figures in the footer area) will change accordingly.
- If you want to insert a new row, select a row by clicking on the row number and press Enter. An empty new row is inserted, and the existing ones are moved down. Enter relevant data in the fields according to the description here.
- If you want to delete a row, select it by clicking on the row number and choose 'Clear' from the Edit menu or press the Backspace key. The row is deleted, and the others are moved up.
- To print the Quotation, save it and then click the Printer icon. Please refer to the Printing Quotations page for more details. To send the Quotation to the Customer by email, choose 'Send E-mail' from the Operations menu.
- If you want to schedule a follow-up call to the Customer, choose 'Create Activity' from the Operations menu. This will place a reminder in the Salesman's Task Manager to call the Customer on the Quotation's Make Contact Date.
- To close the Quotation, click the close box. You will be asked if you would like to save the changes you have just made. You will be returned to the 'Quotations: Browse' window.
