Edit Quote Screen

This screen can be used to create a new quote, or edit the basic information of an existing quote. The account, product store, and sales channel of a quote are required fields and must be filled in. Quotes are assumed to be valid from the current date until the thru date you enter. If no thru date is entered, then the quote has no expiration and is valid indefinitely. The quote name and the description fields are for information purposes.

Refer to the User Manual page, The Quotes Tab.