Updating the quotation header
After you have created the quotation, you can update the quotation header to add default information associated with the quotation.
- 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.
- From the list, select a quotation and click Change, or right-click the quotation and select Change.
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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
quotationsNote: 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
- To save the changes and return to the Equipment Quotation Detail window, click Next.