To change a quotation date on a quote, follow these steps:
Access the Quotation:
Open your quotation either under the search tab and the scheduler or in the list of jobs on the lead
Find and click on the relevant quote for which you want to set the order date.
Set the new quotation date:
Within the quotation details page, locate the section where you change the quotation date
This is role based. Email/message the support team to allocate the role to your profile.
Enter Order Date:
Click on the "Quotation date" button or field. This should open a date picker or a text input where you can enter the date when you placed the order with the supplier.
Save Changes:
After entering the new order date, save your changes. This is usually done by clicking on a "Save" or "Submit" button located at the bottom of the page or within the section where you entered the date.
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