Updating the Quotation Header

This process is used to update the quotation header once the quotation has been created. Updating the quotation header allows additional, default information associated with the quotation to be updated.

  1. You can update quotation header from the following tabs:

    • My Quotations > Dashboard

    • My Quotations > Search

    • All Quotations > Search

    • Customer

    Press Change or right-click the tab and select Change.

  2. In addition to those fields completed during the creation stage, you now have the option to update many additional fields including:

    • Planned delivery date;

    • Probability (the likelihood of winning the deal);

    • Forecasting (if this quote should be included in forecasting calculations);

    • Payer;

    • Invoice recipient;

    • Quotation group which is used to group together related quotations;

      Note: Related quotation number is used to relate quotations together. This can be done manually here or from the related tab.

    • Customer contact and address details;

    • General control fields, such as currency, payment terms, delivery terms, etc;

    • Addresses.

  3. Click Next to save the changes and return to the quotation detail screen.