Updating Quotes and Estimates

You can update quotes and estimates by adding or removing items. You might also need to adjust prices to encourage customers to buy items or recommended services from you instead of your competitors.

To update quotes and estimates

1. Retrieve the quote or estimate that you want to update. For more information, see Retrieving Quotes & Estimates.

2. If you’re updating a quote, click the quote (top) panel to activate it. If you’re updating an estimate, click the checklist (bottom) panel instead.

3. To enlarge the quote (top) panel, click until it reaches the size you want. To enlarge the checklist panel, click instead. These buttons are located on the right side of the screen between the quote and checklist panels.

4. Make the following changes as needed.

To update the quantities, prices, or FET for one or more items, type different amounts.
To add an item to the quote or estimate, click Inventory and look up the item or scan its bar code. For more information, see Looking Up Inventory Items or Searching for Items with Bar Codes.
To remove an item from the quote or estimate, select the item and click Delete.

Note: Deleting a parent item also removes its add-ons.

To exclude an item from the quote or estimate, clear its check box in the Incl (include) column.

Note: Clearing the check box for a parent item also removes its add-ons.

To change whether sales tax is assessed for an item’s parts price, labor price, both, or none, click the Tax column for the item and repeatedly press .
To change the expiration date, type a different number in the Good for Days field.
To change the salesperson assigned to the quote or estimate, click the Quote/Est Sale field and press . Then select the salesperson’s name from the list that appears.
To change the customer’s tax level, click Tax Level and look up a different level.
To offer special pricing for an item, select the item, click Price Levels, and select a level.

5. For comparison quotes, do the following as needed:

To delete a quote from a comparison quote, select its top (blue) row and click Delete.
To add another quote to the screen, click Add Quote Line or Duplicate Quote Line. For more information, see Quote and Estimate Writer Screen.

6. Save your changes, and print the updated quote or estimate or turn it into a work order. For more information, see Printing Quotes and Estimates or Turning Quotes into Work Orders.