Modifying Line Item Information for a Quote

Complete the following procedure to modify the line item information for a quote.

To modify the line item information for a quote

1. Tap Side Menu and then tap Quotes to display the following:

   • The Quotes list and details for the selected quote in the main pane.

   • A list in the side pane in which you can select the related items for quotes.

2. Tap a quote in the Quotes list.

   All details for the selected quote appear after the list in the main pane.

3. Update an existing quote line item as follows:

   1. Tap Line Items in the list in the side pane.

      All line items associated with the quote appear in the Line Items list in the main pane.

   2. Tap the line item that you want to update.

   3. Tap the record field that you want to update, and update the field value.

      You must navigate away from the record to save your changes to it.

4. Create a new quote line item as follows:

   1. Tap Line Items in the list in the side pane and then tap New (the plus (+) icon) in the main pane.

   2. Enter the information for the new line item in the fields that appear, and then save the record.