Change quote

Modified on 2008/11/20 15:58 by stefano Categorized as Uncategorized

10.1.3 Change quote
{{<img src="{up}Manuale IT/10.1.3 vendite - preventivi - modifica preventivo.PNG"/>}}Modify a quote is quite similar to create a new one, but there are the following differences:

* You cannot change the list applied;
* It is not possible to change the cost of products;
* are the creation date and the date of the last modification to estimate;
* You can convert or send the quote ([Convert or sends prevention|Convert or sends prevention]) .pdf format by clicking on {{<img src="{up}Manuale IT/print.PNG"/>}};
* You can create an exact copy of the preventive clicking {{<img src="{up}Manuale IT/clona preventivo.png"/>}}: this function is very useful if you intend to submit their tender for the same products to more customers, because once you cloned the quote you simply select an other applicant and change its number (where not active auto-numbering);
* You can convert your budget in order by clicking on {{<img src="{up}Manuale IT/CONVERTI IN ORDINE.PNG"/>}}: creates a new order ([New order|New order]) where all the data in the quote will be reported and will be simply select the status of the order and the possible link to the invoice.

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Change quote