Edit a sales quote
Goal
Correct a sales quote while it is still editable.
Who it is for
Sales clerk (sales.manage).
Preconditions
- Quote status is draft (workflow editable). Converted quotes are immutable.
- Sales module on.
Steps
- Open the quote from Sales quotes.
- If status is draft, choose Edit, fix header/lines (customer, qty > 0, prices, tax/warehouse as needed), and save.
- If status is converted or cancelled, do not expect free edits — start a new quote or continue on the order/invoice created by convert.
Result
Draft changes are saved, or you are on the correct path for a converted quote.
Hard stops
documentImmutable after convert; documentNoLines; policy-required fields; workflow edit denied.