To Navigate to Quote Edit:
Step Action
1. Select {Quotes/Orders}. The page will open on the Quotes/Orders tab.
2. Use search filters to locate the desired quote.
3. Select the Order# to open the Quote view page.
The Quote Edit modal can be opened by hovering mouse over Actions menu and selecting {Edit} from the drop-down.
Adding Quote Locations
Default Billing Location
Step Action
1. From the Quote edit modal, select {Locations} on the right-hand side to auto scroll to Locations section.
2. Complete fields.
| Field | Description |
| Saved Locations | The drop-down options available will depend on the addresses on file for the customer. If a saved location is selected from the drop-down, all the other fields will pre-fill with the saved location's information. |
| Address Name | Enter Address Name. |
| Address | Enter street Address. |
| City | Enter City. |
| Region | Select a Region from the drop-down menu. Note: These options can be modified. (See Locations-Regions ) |
| Country | Select a Country from the drop-down menu. Note: These options can be modified. (See Locations-Country) |
| Zip/Postal Code | Enter Zip/Postal Code. |
3. Select {Save}. A results window will pop-up to indicate the location section saved.
Default Shipping
The Default Shipping address can be entered just below the Default Billing address. The steps for completing the address fields are the same as those for Default Billing. It can also be set to Same as Billing address by checking the box to the right of Default Shipping.
Editing or Deleting Quote Locations
Step Action
1. From the Quote edit modal, select {Locations} on the right-hand side of screen to
auto scroll to Locations section.
2. Make required changes to desired address or remove all information under an address section to delete it.
3. Select {Save}. A results window will pop-up to indicate the location section saved.