Manage Sales Quotes (Edit, Delete, Void)

Q1. How do I edit a quote?

• Hover over or click a quote → click the 3-dot icon → choose edit. 

Q2. Can I bulk edit (quick fix) a quote?

• Quick fix is not yet supported for quotes.

Q3. How do I duplicate a quote?

• Hover over a quote → click the 3-dot icon → choose duplicate. 

Q4. How do I delete a quote?

• Go to Drafts → Hover over or click a quote → click the 3-dot icon > Delete

• You can also bulk delete by selecting multiple quotes using the checkboxes.

• Note: Only Draft quotes can be deleted. If a quote is Pending or Active, it can only be voided.

Q5. How do I mark a quote as accepted?

• Open a Pending quote and click View Actions → Accept

• You can also bulk accept by selecting multiple quotes via checkbox and choosing Accept.

Q6. How do I void an active quote?

• Hover over or click a quote > click the 3-dot icon > select Void

• You can also bulk void by selecting multiple quotes via checkboxes.

Q7. Why can’t I void an active quote?

• There are associated orders linked to the quote that must be voided first.

Q8. What happens when I convert a Pending or Order Due Sales Quote directly into an Invoice?

• A Sales Order is automatically created from the quote.

• An Invoice is also generated from the same quote.

• If the Sales Quote is set to repeat, only the first invoice will be created.

Q9. Can I convert a quote to a Sales Order only?

• Yes. Use the Convert to Order action to convert the quote to a sales order.

Q10. Can I convert only part of a quote into an order or invoice?

• Yes. You can turn into an order or invoice an amount lower than the expected amount in the Sales Quote.

Q11. Can multiple invoices come from one quote?

• Multiple invoices can come from one quote when there are several orders linked to the quote.

Q12. What happens to the remaining value of the expected amount after partial conversion?

• The remaining amount can still be fulfilled through an order. Once it’s fulfilled, the Partial status becomes Full.

Q13. Can a fulfilled quote still be edited?

• Yes. You can still edit details in a fulfilled quote. However, changes made to the quote will not affect linked Sales Orders.

Q14. Can I edit the repeat count any time?

• Yes. Open a quote in Edit mode → go to the expected total field (below the total table) → click the calculator icon→ set repeat count or set to infinite.

Q15. How do I reset repeat count?

• In Edit mode, click the reset icon beside the expected total to clear the repeat count.

Q16. If my quote is set to repeat, will it create new quotes that consume a sequence?

• No. A repeating quote does not generate new quotes or consume a new sequence

• It remains in a partial status until the expected amount is fully converted into an order

Q17. How do I see related orders to a quote?

• Open a quote and in the summary modal, all related orders to your quote are listed.

Q18. My quote was under Full status but suddenly changed to Partial/Accepted status. What happened?

• Possible reasons for this change:

  • Related order amounts were reduced below the expected quote total

  • The quote amount was edited, increasing the expected total above the linked orders

  • Related orders were voided, reducing fulfillment and reverting the status to Partial or Accepted

Q19. If I void an order, will it delete a Sales Quote?

• No. Voiding an order does not delete the Sales Quote. It only affects the quote’s fulfillment status, not the quote itself.