View an existing Quote

An existing quote can be viewed and edited by opening that quote's entry screen and editing as needed, as long as you have sufficient Security Group rights to edit a quote.

Open an existing quote by either of the following:

1. From any grid in AyaNova that shows a link to a quote number.

For example, in the Quotes grid, use your mouse to click on a quote number

Another example, in the Service Workorders grid, view the column Quote Parent, and click on any that show a quote number

See also:

Security Groups

Adding, editing and deleting data for display in a main grid

2. From the Direct Open link on main toolbar

See also:

Main AyaNova Menu Bar

3. From the Recent...  menu option

See also:

Main AyaNova Menu Bar