[Question] Finding and Editing Quotations in Pastel Express

[fuzegraphics]

Hi,

I am new to Pastel.

Would like to know how toi find and edit an existing quotation in Pastel Xpress.

Any help would be much appreciated.

Thank you
Ryan

[Neville Bailey]

Hi Ryan,

Go to Process...Customers, and then click on the drop-down box, named "Document Type" at the top left, and select Quotation. You can then click on the zoom icon in the "Number" box at the top middle, and a list of existing quotations will appear.

To open a quotation to view/edit it, double-click on the quotation in the list and then press Enter.

[fuzegraphics]

Thank you so much.