Editing Line Details

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Note: You must be in "Edit" mode (see Editing an Existing Quote) for the edit button to be available.

 

Do-it Click edit on the required quote line (see highlighted icon):

 

quote_edit_line_highlighted

 

The page will re-display as shown below:

 

quote_edit_line_selected

 

You can then edit the following fields:

 

Bullet Item Code

 

Bullet Item Classification Code e.g. UNSPSC Code

 

Bullet Item Description

 

Bullet Item Comments

Bullet Delivery Date (you can use the calendar button by clicking calendar)

 

Bullet Quantity

 

Bullet Unit of measure

 

Bullet Unit Price

 

Bullet Tax Rate (select an option from the drop-down)

 

 

Once you have made your required changes you can:

 

Do-it Click save to save your changes or

 

Do-it Click undo to undo (not save) your changes

 

 

 

To remove a single line from the Quote:

 

Do-it Click delete on the required item line (see highlighted icon):

 

quote_edit_line_delete_highlighted

 

 

The selected line will be removed from the quote.

 

To remove all lines from the quote:

 

Do-it Click DeleteMultiple