Modify a quote or an order
You can modify all order and quote properties afterwards. For example, you may need to change the customer information, the quote or job number, the tax group and rate used, and the input and display units used.
In the Order
Entry dialog box, select the order or quote and click Open.
- Modify the customer information, tax groups, notes, and other information according to your needs.
- To save the changes, click Save Quote Information or Save Order Information.