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Revisions of enquiries are created by users to amend/add data.

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Note: You can only revise an enquiry if it has not been converted into a job.

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Locate the Enquiry to be Revised

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  1. From the main menu, select Sales, then Enquiries:
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\"Enquiries

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  1. Enter the Enquiry Number, select Search or hit Enter on your keyboard to return the results in grid view:
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\"Search

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  1. To open the enquiry, double click on the grey area to the left of the Enquiry Number column as shown:
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\"Enquiry

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Note: All fields on the enquiry will be Pink indicating that this record has been approved.

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Revise the Enquiry

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  1. From the toolbar, select Functions>Revise Enquiry.
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  2. A new record will be added to the Enquiry Revisions tab with a copy of the original quotation report:
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\"Revisions\"

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The fields will now unlock and the user can amend/add data to the enquiry.

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  1. Enter/Review the ‘Approval by User’ on the Approval Information tab. From the toolbar Select Functions>Request Approval.
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\"Approval

","frontmatter":{"title":"How to Revise an Enquiry","tags":["enquiry","enquires","revise","edit","approval by user","request approval"]}}}}]}},"pageContext":{"isCreatedByStatefulCreatePages":false,"slug":"ug006"}}}