Amend quotations

To amend quotations

Open: Sales Order Processing > Quotations > Amend Quotation.

1. Click Show All Quotations to display all previously saved quotations, or select a specific quotation from the Selection Criteria area of the window.

2. Select the quotation from those displayed, and click Amend Quotation.

   Note: If customer alerts have been set up for this customer account and document type, they'll be displayed before you continue. To view the alert messages again, click the alert icon next to the customer account. See Customer alerts.

3. You can add, edit or delete goods, service and cost items for the quotation.

   • To add items to the quotation, click Add Items and select the required item line type.

   • To edit items, select the item that you want to amend and click Edit Item.

     Note: If you choose to amend the exchange rate after entering prices manually you are prompted to confirm the order prices. You can choose to retain the manually entered prices or reset them to those specified in the Price Book.

   • To delete items, select the item that you want to delete and click Delete Item.

   • The Quotation status will change from Live to Completed if you convert the quotation to a sales order or pro forma. You can't amend a Completed quotation.

     If the customer doesn't want to proceed with the quotation, you can amend a live quotation and set the Quotation status to Lost. This prevents the quotation from being converted to a sales order or pro forma invoice.

     Note - information

     This feature is only available from Sage 200 Professional 2022 R1 version onwards.

   • To change the print sequence of items, select an item line and use Move Up or Move Down.

4. Amend other details as required, for delivery and invoicing and analysis codes.

5. To complete the quotation, click Save, and confirm the changes to the quotation.