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Table of Contents

Edit quote positions

Even after the initial insertion of a quote position, it can still be edited. To do this, click once in the quote position area. A small toolbar with three options opens on the right:

Product Detail Dialog

The gear wheel takes you to the same product detail dialog as when inserting the product.

Icon 

Function 

Explanation

Gear wheel:
Opens the initial dialog to product details and properties.

see section "Product selection"

Edit quote columns

Using the pencil icon you can edit the quote columns directly in the row.

Icon 

Function

Explanation

Pencil icon:
Enables easy editing of the quote columns and product description directly in the editor.

As long as the product configuration allows it, the columns can be edited directly in the line.

Field with gray background: The column content cannot be edited.

If necessary, this setting can be adjusted in the product record or based on the product properties.

Field with white background: The column content can be overwritten.

If the changes cause recalculations, e.g. a bulk price linked to the quantity, these are executed automatically.

Saves the changes and closes the edit mode.

Changes at this point are saved immediately, the blue check mark is only for better orientation.

You can also close the inline editing mode by simply continuing work elsewhere in the document, pressing Enter, or by clicking the white space to the right of the actual document.