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Edit a purchase quote ​

Goal ​

Correct a purchase quote while it is still editable.

Who it is for ​

Purchaser (purchasing.manage).

Preconditions ​

  • Draft quotes are editable.
  • Converted quotes are immutable — you cannot delete or freely edit after convert.

Steps ​

  1. Open the quote from Purchase quotes.
  2. If status is draft, choose Edit, adjust supplier/lines (qty > 0, unit cost, warehouse for stock), and save.
  3. If already converted, open the resulting purchase order instead.

Result ​

Draft changes are saved, or you continue on the order created from the quote.

BlueMatrix Help — product documentation for tenants