Editing and Recalculation of a Quotation can be done only when the quotation has not approved. I.e, only a quotation that has an incomplete status can have editing or recalculation done to it. If a quotation has already been approved, then one cannot add edit or recalculate the quotation.
For Editing and Recalculation of Quotation
- On Dashboard, click or mouseover Quotations
- Navigate to Sales Quotation / Purchase Quotation
- Select option depending the type of quotation you want to make editions to
- List of Quotations will show
- Select the quotation that you want to Edit / Recalculate
- Quotation will open with all details
- Scroll down to the Add section of the page
- Choose the Type of item, SKU, add details of Unit Price, Quantity
- Also edit details of Discount, Shipping, Tax Category
- Select Add
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You can also change quantity of a previously filled in item here
- Scroll down and select Save / Recalculate