SalesOpportunities/HowtoModifyaQuote - Revision history

Technowrites2 at 09:29, 27 September 2012

2012-09-27T09:29:22Z

Technowrites at 18:52, 25 September 2012

2012-09-25T18:52:22Z

Technowrites at 18:51, 25 September 2012

2012-09-25T18:51:58Z

Technowrites at 18:51, 25 September 2012

2012-09-25T18:51:39Z

Technowrites at 18:47, 16 September 2012

2012-09-16T18:47:17Z

Technowrites at 18:46, 16 September 2012

2012-09-16T18:46:44Z

Technowrites2 at 10:02, 14 September 2012

2012-09-14T10:02:59Z

Technowrites2 at 10:01, 14 September 2012

2012-09-14T10:01:15Z

Technowrites2: Created page with " To modify a quote, view it in the normal manner. Any field that allows a modification can be changed and saved permanently. Items may be removed by placing a checkmark besi..."

2012-09-14T10:00:50Z

Created page with " To modify a quote, view it in the normal manner. Any field that allows a modification can be changed and saved permanently. Items may be removed by placing a checkmark besi..."

New page

To modify a quote, view it in the normal manner. Any field that allows a modification can be changed and saved permanently. Items may be removed by placing a checkmark beside the item and clicking on the “Remove Items” button. Items may be added in the normal manner using the “Add Item” button.

Step-by-Step

1. Select the Opportunity from the list of Sales Oppor-tunities. The “Opportunity” dialog for that Opportuni-ty will appear.

2. In the “Select a Related View” dropdown menu, se-lect “Quotes.” Summarized quotation information will appear.

3. To view detailed information about a Quote click on the Quote’s “Title.” The “Quote Detail” screen for that quotation will appear. You may modify infor-mation in any field, which allows you to do so. Click on the “Save and Close” button to close the screen and save your modifications.

4. To remove an item from a Quote, place a checkmark beside the item and click on the “Re-move Items” button.

5. To add an item to a Quote, click on the “Add Item” button to view a list of products. Place a checkmark beside one or more products to be added to your quote. Then, click on the “Select” button.

@@ Line 3: / Line 3: @@
-::::::::1.	Select the Opportunity from the list of Sales Oppor-tunities.  The “Opportunity” dialog for that Opportuni-ty will appear.
+:::::::::1.	Select the Opportunity from the list of Sales Oppor-tunities.  The “Opportunity” dialog for that Opportuni-ty will appear.
-::::::::2.	In the “Select a Related View” dropdown menu, select “Quotes.”  Summarized quotation information will appear.
+:::::::::2.	In the “Select a Related View” dropdown menu, select “Quotes.”  Summarized quotation information will appear.
-::::::::3.	To view detailed information about a Quote click on the Quote’s “Title.”  The “Quote Detail” screen for that quotation will appear. You may modify infor-mation in any field, which allows you to do so.  Click on the “Save and Close” button to close the screen and save your modifications.
+:::::::::3.	To view detailed information about a Quote click on the Quote’s “Title.”  The “Quote Detail” screen for that quotation will appear. You may modify infor-mation in any field, which allows you to do so.  Click on the “Save and Close” button to close the screen and save your modifications.
-::::::::4.	To remove an item from a Quote, place a checkmark beside the item and click on the “Re-move Items” button.
+:::::::::4.	To remove an item from a Quote, place a checkmark beside the item and click on the “Re-move Items” button.
 [[File:ScreenHunter_61 Sep. 25 14.34.jpg|left]]
-:::::::5.	To add an item to a Quote, click on the “Add Item” button to view a list of products.  Place a checkmark beside one or more products to be added to your quote.  Then, click on the “Select” button.
+:::::::::5.	To add an item to a Quote, click on the “Add Item” button to view a list of products.  Place a checkmark beside one or more products to be added to your quote.  Then, click on the “Select” button.

← Older revision		Revision as of 18:52, 25 September 2012
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	[[File:ScreenHunter_61 Sep. 25 14.34.jpg\|left]]		[[File:ScreenHunter_61 Sep. 25 14.34.jpg\|left]]
−	::::::::5. To add an item to a Quote, click on the “Add Item” button to view a list of products. Place a checkmark beside one or more products to be added to your quote. Then, click on the “Select” button.	+	:::::::5. To add an item to a Quote, click on the “Add Item” button to view a list of products. Place a checkmark beside one or more products to be added to your quote. Then, click on the “Select” button.

← Older revision		Revision as of 18:51, 25 September 2012
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	To modify a quote, view it in the normal manner. Any field that allows a modification can be changed and saved permanently. Items may be removed by placing a checkmark beside the item and clicking on the “Remove Items” button. Items may be added in the normal manner using the “Add Item” button.		To modify a quote, view it in the normal manner. Any field that allows a modification can be changed and saved permanently. Items may be removed by placing a checkmark beside the item and clicking on the “Remove Items” button. Items may be added in the normal manner using the “Add Item” button.
−
−

@@ Line 3: / Line 3: @@
 ::::::::1.	Select the Opportunity from the list of Sales Oppor-tunities.  The “Opportunity” dialog for that Opportuni-ty will appear.
@@ Line 19: / Line 14: @@
-[[File:image157.jpg|left]]
+[[File:ScreenHunter_61 Sep. 25 14.34.jpg|left]]
 ::::::::5.	To add an item to a Quote, click on the “Add Item” button to view a list of products.  Place a checkmark beside one or more products to be added to your quote.  Then, click on the “Select” button.

@@ Line 2: / Line 2: @@
 To modify a quote, view it in the normal manner.  Any field that allows a modification can be changed and saved permanently.  Items may be removed by placing a checkmark beside the item and clicking on the “Remove Items” button. Items may be added in the normal manner using the “Add Item” button.
-−
 [[File:image004.gif|left]]
@@ Line 8: / Line 8: @@
-'''''Step-by-Step'''''
+::::::'''''Step-by-Step'''''
 ::::::::1.	Select the Opportunity from the list of Sales Oppor-tunities.  The “Opportunity” dialog for that Opportuni-ty will appear.
@@ Line 18: / Line 18: @@
 ::::::::4.	To remove an item from a Quote, place a checkmark beside the item and click on the “Re-move Items” button.
-−
 [[File:image157.jpg|left]]
 ::::::::5.	To add an item to a Quote, click on the “Add Item” button to view a list of products.  Place a checkmark beside one or more products to be added to your quote.  Then, click on the “Select” button.