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Modifying Quotes
View topic for Modifying Quotes
Topics
Modifying a Customer Quote
Adding Products to the Quote
Line Numbers
Adding a Service to the Quote
Entering Installation Details
Duplicating a Line
Configuring a Product
Viewing Attributes of a Model
Deleting a Component
Duplicating an Existing Configuration in a Quote
Splitting a Configured Line
Adding a Related Product
Defaulting Rules in Quote Lines
Checking Product Availability
Manually Selecting a Warehouse
Adding Trade-In Products to Quotes
Adding a Trade-in to the Current Quote
Adding a Trade-in From the Customer Install Base
Splitting Lines
Entering Quote Tax Details