SOP – Amend A Quotation

Purpose:
Use this option to amend a quote to a customer’s specific requirements whilst they are on the telephone, or to quote the same goods or services to more than one customer.

Preparation:
For first time use only: On the main menu click View > Parameters > Sales Order Processing – see Sales Order Processing Parameters – General Page.
Print a copy of the quote before making changes – see List Customer Quotes.

Processing:
On the main menu click Orders > Customers > Quotations > Amend Quotations to open form.
Select printer – see Printing Reports.
Either:
Click OK to open form – see Quote Selection Form and select the required quote from the list of all open quotes displayed, or Using the Account Number Combo Scroll & Search Box click on up and down arrows to scroll through list, and click OK or press Return when required selection is displayed, or: search for required quote.
If customer is on Stop warning message box appears. Click OK to return to form – see Put a Customer on ‘Stop’.
Once the customer is selected click OK.
Sales Quotation Amendment form will now be displayed. This has the same format and content as the Sales Quotation Entry form.
Click OK to update records and print amended quotation.

Filing:
Sign and date a copy of the amended quote and file this with the original quote.

Search for existing details

Please refer to https://help.prelude.software/knowledge-base/cash-book-post-sales-ledger-receipts/ – bottom of page for details of search facility