This installment of our NetSuite Tutorial will demonstrate how you can edit quotes in NetSuite.

See all of our tutorials

NetSuite Tutorial - NetSuite: 101

Transcript:
 

     Welcome to NetSuite. In this video, we will be covering the basics of editing an existing quote. 

     First navigate to the quote you wish to edit. Once there click the edit button. You will now notice that all fields can now be edited. 

     One of the most common reasons that a quote needs to be updated, is that items need to be added, or removed. To add or remove items scroll down the page to the subtabs section of the record. To adjust the amount of a specific item click the quantity section and update the amount with a new number. Once completed click O.K. To add another item to the quote click the dropdown and select list. Then choose the item you wish to add. The quantity can be updated in the same way as the previous item. Price levels can also be adjusted in the price level section. Click add to add this item If you want to update the pricing on an order, this can also be done by clicking the promotion subtab. 

     From here you can add a promotion or discount. We will update the discount from 10 to 20 percent with the discount dropdown. It is generally good practice to keep quotes up to date as you get more information. 

     As an example, we will update the lead source here. We will also update the status of the quote and the probability. After you complete all changes save the record. 

     This concludes our video on editing existing quotes. Thanks for watching.

Share this: