Change the details for a Quote or Pro-forma

For any customer quotes that are done in the Quote and Invoice Management screen, as they are not final, they can be switched to a different customer.

This may be needed if the wrong customer name/account was placed against it, or they've arranged for a different person to accept the quote.

Pro-formas let you edit the items, add or delete them but you cannot change the customer.

If a transaction has already been processed to become an Invoice or Sale, it can no longer be edited.

To change the customer on a quote:

From the main screen of Retailer, click on Stock Maintenance in the top menu, then Quote and Invoice Management.
Use the search at the top to bring up the relevant quote.
Click into the Customer number box at the top, and remove it using [Delete] or [Backspace] on the keyboard.
Then, type in the new Customer number, or press [Enter] on the keyboard to bring up the customer search and find the new customer.
Click Save at the bottom of the QIM screen.

To change an item:

From the main screen of Retailer, click on Stock Maintenance in the top menu, then Quote and Invoice Management.
Use the search at the top to bring up the relevant quote.
Edit the items in the grid. (Add, delete, change qty or price)
Click Save at the bottom of the QIM screen.