How to view and edit a quote in Sage 300 CRM


  1. Select an opportunity.
  2. Click the Quotes tab.  The Quote Summary screen appears.
  3. 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.
  4. When you have finished editing, click Post to save your changes.


If necessary, seek the assistance of Acute Data Systems to help provide assistance with this process.