How to Write Description of an Item in a Quote?

To write a description of an item in a quote:

  1. In the left Navigational Column, click the Sales tab and select Quotes.

  2. Under the Search Quotes section, all the quotes are listed.


  3. Under the Quote ID column, click the Quote ID to see the details of a quote.

  4. In the Quotes page, under the Item section, click the Edit button to edit the items.


    Note: You can only edit a quote that is in the pending state.

  5. In the Quotes page, under the Item section, enter the description of items under the Description column.


Creating Quotes

Viewing Quotes

Creating Items

Importing Items

Editing Items

Viewing Items