Editing an existing Deal Quote

Deal Quotes may only be edited if they are in a planned state. ie. They have not yet been confirmed and completed.

The procedure for editing is as follows:

1. Select Customer, using the same procedure as for Adding a new Deal Invoice.
2. Once the customer has been selected, click on the "Select" button. This will bring up the list of planned deal quotes.
3. Click to highlight the order you wish to select, then Select [F3].
4. View [F4]
5. Change data as required, by clicking to select and highlight.

   

6. Process [F9], choosing from the same options as detailed in the section "Entering a new Deal Quote"