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Editing and Recalculation of Enquiry

  Editing and Recalculation of an Enquiry can be done only when the enquiry has not approved. I.e, only an enquiry that has an incomplete status can have editing or recalculation done to it. &nb

K. Romeo
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Editing and Recalculation of Enquiry
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Editing and Recalculation of an Enquiry can be done only when the enquiry has not approved. I.e, only an enquiry that has an incomplete status can have editing or recalculation done to it.  If an enquiry has already been approved, then one cannot add edit or recalculate the enquiry.

 

For Editing and Recalculation of 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 make additions to
  4. List of enquiries will show
  5. Select the enquiry that you want to Edit / Recalculate
  6. Enquiry will open with all details
  7. Scroll down to the Add section of the page
  8. Select Type or item, choose the SKU and fill in details to add into the enquiry
  9. Select Add button once details have been filled in
  10. You can also change quantity of a previously filled in item here
  11. Select Save / Recalculate

 

 

 

 

 

 


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.