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Customer Search - Press F2 or click the F2 Customer Search button to open the “Customer Search” screen and select the customer. Alternatively the user can enter the code of the customer in the scan area to select the customer and fetch the customer details.

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Transaction Search - Press F6 or click the F6 Transaction Search button to open the “Transaction Search” Screen and select the transaction for which the special order is to be edited. In the “Search Results” grid select the row of the particular transaction and click the “Ok” button to open the “Transaction Details” Screen.

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Transaction Details - Transaction Details screen will open, if the quotation is not edited earlier then the “Quotation Edit” buttons on this screen would be enabled else the button will be disabled. Click on the “Quotation Edit” button for editing the Quotation. If the quotation is expired then the user will see a confirmation message before proceeding. Pressing “Yes” button on the confirmation view will allow user to edit the Quotation.

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Sale Edit - Press F4 or click the F4 Sale Edit button if the user wants to edit the transaction. The tax code, event, discount, comment, surcharge, sales person, quotation validity date values can be updated for the quotation.

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Item Edit - Select the product in the grid and press F5 or click the F5 Item Edit button if the user wants to edit the product being transacted. The description, price, quantity, tax code, discount, batch, serial, comment, surcharge values can be updated for the product.

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Complete- Press F12 or click the F12 Complete button to move to save the edited quotation.