Quotes Editing Instructions

To edit the instructions of a quote:

• Click on the 
  on the INSTRUCTIONS tab
• Select the  option

Below is the new quote properties dialog.

For each party the management functions are the same.

Click the  icon to use the address book to select the:

• Organisation
• Address
• Contact

You can also enter a reference and a PO number.

Click the  button to attach the party information to the dialog box.

You can add organizations, addresses and contacts directly from the address book dialog. To do this click the PLUS sign and select what you want to add.

To add an address or contact, you will need to select the organisation you want to add to first.

You can also click on the person icon, to manually enter an address or modify one from the address book

The minimum you will need to enter is the city and country

If you need to modify and address to match a document, you can select the address from the address book and then use the manual dialog box to edit it. This will not update the address boo entries.

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