Editing an existing Sale Quote

A Sale Quote transaction may be edited if it has not been completed.ie. It is in a 'Planned' or 'Confirmed' state.

The procedure for editing a Sale Quote is as follows:

1. Select Customer. Enter the Customer name, or click on the ? button to Select [F3].
2. Click on the "Select" button at the bottom of the screen to display the list of available transactions.
3. Click to to highlight the appropriate Sale Quote transaction. (It will either be showing as Planned on Confirmed).
4. Select [F3].
   • If a confirmed transaction is selected, Edit Confirmed Sale Quote Yes/No? - answer Yes.
   • Concord will not permit the edit of a confirmed transaction that now has a another transaction raised from it, such as a Sale Order.

   

1. Edit details as required, by clicking on the appropriate box to change, or Add or Delete lines as necessary.
2. Process [F9], and select options as set out in the section "Entering a New Sale Quote" within this chapter.