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Editing an Existing Enquiry

  An enquiry can be edited only when the enquiry has not yet been approved. I.e, only an enquiry that has an incomplete status can be edited.  If an enquiry has already been approved, then

K. Romeo
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Editing an Existing Enquiry
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An enquiry can be edited only when the enquiry has not yet been approved. I.e, only an enquiry that has an incomplete status can be edited.  If an enquiry has already been approved, then one cannot edit the enquiry

 

For Editing an Existing Enquiry

 

  1. On Dashboard, click or mouseover Enquiries 
  2. Navigate to Sales Enquiries / Purchase Enquiries
  3. Select option depending the type of enquiry you want to edit
  4. List of enquiries will show
  5. Select the enquiry that you want to edit
  6. Enquiry will open with all details
  7. Edit various details of the enquiry by clicking on the edit icon

 

 

 

 


About the author
K. Romeo writes practical ERP and operational workflow guides for SMEs in trading, retail, and multi-branch businesses. The focus is always the same: reduce manual work, increase visibility, and protect margin.