How to Update the Customer on a Sales Quote

This tutorial explains how to change the customer on an existing Sales Quote.

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1. Change the Quote Status to DRAFT

If the Sales Quote is not already in DRAFT status:

1. Open the Sales Quote.
2. Locate the Status field.
3. Change the status to DRAFT.

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2. Click the Edit Icon Next to the Customer Name

1. In the Quote Detail view, locate the Customer section.
2. Click the Edit icon next to the customer name.

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3. Select the Customer and Click Update

1. The Customer Select view will appear.
2. Browse or search for the correct customer.
3. Select the customer.
4. Click Update to apply the change.

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✔️ Done

Your Sales Quote is now updated with the new customer. ``