Depending on the quote status, there are different options about how you can manage a quote. Get an insight into Quote Statuses and follow the steps below on how to Edit, Resend or Remove a quote.

1a

Edit a Quote

A quote can be edited only if it has a status of Draft.

IMPORTANT NOTE! Once a quote has been issued and assigned a status other than ‘Draft’, that quote cannot be edited.

1. Navigate to either LRM Finance OR LRM > Sales
2. On the Left Navigation Bar, click Quotes
3. Search for the relevant quote to be edited
4. For the relevant quote, under the Action column, click on the Edit icon
   • The Edit Quote Form will open
5. Only the following fields can be edited on the Edit Form:
   1. Quote Date
   2. Quote Expiry Date
   3. Reference Number
   4. Require Purchase Order Number
   5. Require Supporting Documentation
   6. Sales Contact
   7. Line Item
      • By selecting a different Line Item it means that the previous Line Item has been removed from this quote and you are now adding a new Line Item. Please review this carefully.
   8. Line Item Quantity
6. (Optional) Add more Line Items if required
7. Save as Draft OR Issue Quote OR Cancel
   • Decide whether you want to Save as Draft for further editing OR you are ready to Issue the quote, OR Cancel the editing and action accordingly

1b

Edit a Sales Contact

If a Sales Contact’s details need updating, simply do so by navigating to the Quotes page and clicking on the Customer’s Name.

NOTE! Editing Sales Contact’s details can be done at any stage of a quote status.

1. Either navigate to LRM Finance OR LRM > Sales
2. On the Left Navigation Bar, click Quotes
3. Search for the relevant customer to be edited
4. Click on the Sales Contact
5. On the Edit Sales Contact Form, update the relevant fields accordingly
6. Click Save

2

Resend a Quote

A quote can be resent only if the quote has one of the following statuses:

• Issued
• Accepted

1. Either navigate to LRM Finance OR LRM > Sales
2. On the Left Navigation Bar, click Quotes
3. Search for the relevant quote to be resent
4. For the relevant quote, under the Action column, click on the Resend icon
5. A pop-up will appear asking “Are you sure you want to resend this quote?“
6. Click Yes to proceed

3

Remove a Quote

To remove a quote, you can either, Delete the quote or Withdraw the quote.

Deleting and withdrawing are two different actions, each dependant on the quote status.

1. Either navigate to LRM Finance OR LRM > Sales
2. On the Left Navigation Bar, click Quotes
3. Search for the relevant quote to be deleted or withdrawn

To Delete

Only a quote with a status of Draft can be deleted. This is because the draft quote has not been finalised and no customer has received a copy of it.

1. For the relevant quote, under the Action column, click on the Delete icon
2. A pop-up will appear asking “Are you sure you wish to delete this quote?”
3. To proceed, click Yes, Delete

To Withdraw

Once a quote has been issued but not accepted, it can be withdrawn at any point of time. The reasons for withdrawing a quote is discrete to your organisation.

IMPORTANT NOTE: A Quote with a status of Draft or Expired or Declined CANNOT be withdrawn.

1. For the relevant quote, under the Action column, click on the Edit icon
2. On the Edit Form, click Withdraw Quote
3. A pop-up will appear asking “Are you sure you want to withdraw this quote?”
4. To proceed, click Yes

Next Step

How to Use Quotes Event Alerts

How to Invoice a Quote