How to view and edit a quote in Sage 300 CRM
Steps:
- Select an opportunity.
- Click the Quotes tab. The Quote Summary screen appears.
- In the Document Number column, click a link. The selected quote opens in the Order Entry screen, where you can edit it.
- Note: After you make changes to a quote, you can click Refresh (at the bottom right of the screen) to update the order subtotal.
- When you have finished editing, click Post to save your changes.
Support
If necessary, seek the assistance of Acute Data Systems to help provide assistance with this process.