Updating the quotation header

After you have created the quotation, you can update the quotation header to add default information associated with the quotation.

  1. To update the quotation header, select the Dashboard or Search tab in the My Quotations panel, or the Search tab in the All Quotations panel. Alternatively, select the Customer panel.
  2. From the list, select a quotation and click Change, or right-click the quotation and select Change.
  3. In addition to the fields completed during the creation stage, you can update additional information, including this information:
    • Planned delivery date
    • Probability, that is, the likelihood of winning the deal
    • Forecasting, if this quote must be included in forecasting calculations
    • Payer
    • Invoice recipient
    • Quotation group, used to group together related quotations
      Note: The related quotation number is used to relate quotations together. You can complete this operation manually here or on the Related tab.
    • Customer contact and address details
    • General control information, such as the currency, payment terms, delivery terms, etc.
    • Addresses
  4. To save the changes and return to the Equipment Quotation Detail window, click Next.