Editing Quote Items

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

see section "Product selection"

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.