View a quotation

You can view and change any quotations you add using various functions.

To view/change a quotation from the properties:

  1. Go to: 
  2. Select the quotation.
  3. Click on: Properties.
  4. Select the entry layout to be used.

    The window for entering/editing appears.

  5. View the quotation.
  6. View any quotation lines for the item in other quotations:
    1. Select the line and click: Item properties.
    2. Go to the tab: Sales quotation lines. You must first authorise this tab.
    3. Close the properties of the item.
  7. If required, change the quotation. Whether this is possible or not depends on the quotation status.
  8. Close the quotation.

Directly to

  1. Quotation
  2. Activate the Quotation functionality
  3. Configuration
  4. Add a quotation
  5. Add a quotation by copying lines
  6. View a quotation
  7. Release a blocked quotation
  8. Make a new version of a quotation
  9. Finalise a quotation
  10. Issue a quotation to a sales contact
  11. Approve a quotation
  12. Expire a quotation
  13. Add an order from a quotation
  14. Import a sales quotation