Edit Quote Header

Once you selected the quote with the select quote form and clicked on the edit quote header button, the quote header form will pop up with an additional button for saving the updated quote header.

Once you finished editing the quote header you can either save the header only, or you can save it and directly start to edit the quote.

If you click on the update header button, the edited header will be saved and a the dialog will close.

If you click on the create quote, the header will be saved and the quote will be recreated, to make sure that any changes in the model is updated as well. If the quote was edited before, the entered variables will be copied to the updated quote, but all obsolete variables will be deleted. Obsolete calculation centers, cost element will be deleted, and new ones will be added to the quote.

In case you have changes to the quote model or the quote model is changed after you have edited the quote, you should always recreate the quote. However the quote model cannot be changed if it is used in a quote, you should be careful changing model calculation, once you started to use the model.

Note! The quotes are containing saved variables and calculation methods, coming from the calculation model, which was valid at the time of creating the quote. If the model calculation method is changed after that, the quote will not recognize this change automatically. P&L simulation is based on the filled quote. If you have changed the model calculation formulas and you want to compare the previously create quote to the quote based on the new calculation model, you can create a new quote with the model and fill the variables, make the calculation and can generate a new P&L simulation.