Editing Units on an Opportunity or Quote
Most of the functionality found on the Results page is still available to units once they are part of a quote or opportunity.
Click here for a brief video:Editing unit information on a quote will revert it to an opportunity.
Opening the Edit Units Screen
When an opportunity or quote is selected, the right side of the screen displays all related information.
Click the image below for a brief overview of the user interface.
The top section contains job related information such as contact information, delivery address, order details, and shipping terms.
The bottom section contains all unit related information, including accessories, water treatment, freight costs and Changing Line Item Order.
-
Select the desired opportunity or quote from the list.
- Click the bottom Edit
button.The Edit Units screen opens.
Click the image below for a brief overview of the user interface.
- When you are finished editing the units, click Apply and Save
.
Editing all Units
Clicking any button in the toolbar will open that screen for all units in the opportunity/quote.
The following functions are currently available for all units:
Editing a Specific Unit
Clicking on any line item/unit will expand and show details for that unit, providing a screen similar to the Editing Unit Quantity & Information screen.
Click the image below for a brief overview of the user interface.
In addition to the basic functionality found on the Editing Unit Quantity & Information screen, the following functionality is available: