Edit a Quote

To edit a previously created quote, you must open the quote in the Quote screen. This can be achieved in 3 different ways.

Option 1. Open from Calendar

Just click the Quote on the calendar (brown or green entries). This will open the quote in the Quote screen

Option 2. Open from Search bar on top

In the Search field on top of screen, enter the customer name or quote number or reference number or address or phone number. The system will search and retrieve Quotes and Rentals. You can select the relevant Quote from the list.

Option 3. Search on Quote screen

Open the Quote screen and click the magnifying glass on Quote number. This will open a screen with the quotes listed. Search and open the relevant quote.


Once a Quote is opened on the Quote screen, you can edit the details on top and also the items, as long as the Quote is not converted to a Rental transaction.

To edit the item lines, simply click the Edit icon on each line. and save the line.

Once all editing is done, click the Save button at the bottom.


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