Update Quotations
This function updates selected Quotations with new details from the Item, Price and Contact registers.
- Quotations
- Range Reporting
Numeric
- To update particular Quotations, enter a Quotation Number or a range of Quotation Numbers here.
- Customers
- Paste Special
Customers in Contact register
- Range Reporting Alpha
- To update all Quotations issued to a particular Customer, enter a Customer Number or range of Customer Numbers here.
- Quotation Class
- Paste Special
Quotation Classes setting, Contact module
- To update all Quotations of a particular Class, enter a Quotation Class here.
- Item
- Paste Special
Item register
- To update a particular Item wherever it appears in Quotations, enter an Item Code here.
- Update
- Use these alternatives to determine the information to be changed by the function.
- Item Info
- Prices and Cost Prices will be changed as well as Item Names and Descriptions. This includes reference to any Price Lists that may apply.
- Customer Info
- All details taken from the Contact record for the Customer including Name, Address, Payment Terms and Price List will be changed. If the Price List is changed, the prices already in a Quotation will not be updated, unless you choose the Item Info option above as well.
Press the [Run] button to start the updating process.
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Maintenance functions concerned with Quotations:
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