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Editing an Existing Quotation

K. Romeo Aug 22, 2025
CRM Invoicing Reporting
Editing an Existing Quotation

 

A quotation can be edited only when the enquiry has not yet been approved. I.e, only a quotation that has an incomplete status can be edited.  If a quotation has already been approved, then one cannot edit the quotation

 

  1. On Dashboard, click or mouseover Quotations
  2. Navigate to Sales Quotation / Purchase Quotation
  3. Select option depending the type of quotation you want to make editions to
  4. List of quotations will show
  5. Select the quotation that you want to edit
  6. Quotation will open with all details
  7. Select the edit button on the detail that you want to edit
  8. Quotation will open with all details
  9. Edit the various details of the quotation by clicking the edit button
  10. The detail that you want to edit will open as a pop up window

 

Screenshot editing an enquiry

 

 

Screenshot editing an enquiry details

 

 

Screenshot editing billing details 2

 

 

Screenshot of editing shipping details 3

 

 

 

 

 


About the author
K. Romeo writes practical ERP and operational workflow guides for SMEs in trading, retail, and multi-branch businesses. The focus is always the same: reduce manual work, increase visibility, and protect margin.