Amending Won Inquiry's Quotes

Amending Won Inquiry's Quotes

1. Click on Won Quotes

Click on Won Quotes

2. Click on the 3 dots under Action Column of the Quote that you'd like to Amend

Click on the 3 dots under Action Column of the Quote that you'd like to Amend

3. Click on Amend

Click on Amend

4. In the below sample we are reducing the sell rate from 4000 to 3500 to accommodate a customer's request for additional discount

In the below sample we are reducing the sell rate from 4000 to 3500 to accommodate a customer's request for additional discount

5. Click on Save

Click on Save



See how this will look like within App. 

 

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