Quotation - update- (example: poster)
Goal
This article shows how to update an existing quotation. You will learn how to change quantity, format, print material, and ink settings. At the end, you can also customize the product view to show only the columns you need.
Procedure
Step 1: Find your quotation
Open quotations. Use the search box to find your quotation. You can search by quotation number, product name, or a customer’s companies or contacts name.
Step 2: Open the quotation
Double-click the quotation you want to change.
Step 3: Go to the product view
The product view opens. Here you can edit item details for the quotation.
Step 4: Update quantity
Click the Quantity field and type the new value. Press Tab to leave the field and apply the change.
Step 5: Update format
Click (or press Tab into) the Format field. A pop-up opens. Choose a standard format from the drop-down list. Double-click the format or press Tab to confirm.
Step 6: Update print material (quick options)
There are several ways to select the print material in the Material field:
Option 1: If you know the article number, type it. The matching material appears.
Option 2: Quick search. Start typing a material property (for example, name or part of the format). A suggestion list appears. Double-click the desired material.
Option 3: Open the full list. Click the gear icon to open the material overview. Then search and select the material.
Step 7: Open the material overview
Click the gear icon to open the full material list.
Step 8: Search the material list
Type a material property (name or part of the format). A list of suggestions appears.
Step 9: Select the material
Double-click the desired material. The material is applied, and you return to the product view.
Step 10: Open ink settings
Click (or press Tab into) the Ink settings field. A pop-up opens.
Step 11: Edit ink settings
Enter the number of colors and the color specifications. Confirm to apply your changes.
Step 12: Confirm updates
Your quotation is now updated. The system saves your changes.
Step 13: Open column options
Click the three dots (more options) in any column header.
Step 14: Choose Columns
In the small pop-up, click "Columns".
Step 15: Show or hide columns
In the pop-up, you see a list of all columns. Check to show a column. Uncheck to hide it. When ready, click Save.
Step 16: Save your view
Click the plus (+) near the view selector to save your current column setup.
Step 17: Name the view
Enter a name for your view and click Save.
Step 18: Use your saved views
Your view is saved and can be selected from the list. You can save several views.
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