Edit quote basis

How do I edit my quote basis?

When you have created a quote basis, you can always return to adjust your different quote bases. 

This is possible both for Room registration and Master data as well as Name, Quote type, and the Cleaning frequency of the quote basis.

INFO:

Instead of deleting or changing the data of a quote, you can instead copy your quote.

By doing so, you can use it as a draft for a new quote and generate new documents, while saving the old quote basis.

See the article: Copy quote basis

In this article, you will learn how to edit your quote basis:

• How to edit rooms for your quote basis

• How to edit the master data of a quote basis

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How to edit rooms for your quote basis

Read more to learn how to edit the rooms added to your quote

	Go to Quote basis
	Select the quote that you wish to edit
	Scroll to the bottom of the section Room tasks and click on Edit
	This allows you to edit the registered data for each room. See also the following user guide: Room registration.

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How to edit the master data for your quote basis

Read more to learn how to, e.g., change the cleaning frequency, or the quote type.

	Go to Quote basis
	Select the quote that you wish to edit
	Scroll to the bottom, and click Edit master data for the quote basis
	This allows you to alter the information, e.g. quote type, hourly wage, or hourly rate
	Scroll to the bottom and click on Update to save your changes