Edit or copy an enquiry#

You can change an existing enquiry's contents, or create a new enquiry pre-filled from an existing one. Both flows start from the actions menu on the enquiry detail screen.

Edit an enquiry#

1. Open the enquiry from the Enquiry Bank.
2. Open the actions menu and choose Edit. On an enquiry that has already been sent the entry is Revise instead — using it reverts the status to pending.
3. Change what you need: contact person, products, quantities, prices, notes.
4. Click Update Enquiry (or Revise Enquiry on a sent enquiry) at the bottom.

The customer field is locked on the edit screen — you cannot change which customer the enquiry belongs to.

If the enquiry is queued for sending, Edit is disabled until you choose Unqueue first.

Copy an enquiry#

Copying is the right approach when a customer comes back with a similar request. It gives you a fresh enquiry pre-filled with the products from the original.

1. Open the source enquiry from the Enquiry Bank.
2. From the actions menu, choose Copy Enquiry. The page heading reads Copy Enquiry.
3. Pick the customer and contact person — the source values are pre-filled, but you can change them.
4. Adjust the product list, quantities, and notes.
5. Click Save as New Enquiry at the bottom.

A new enquiry is created with its own number; the original is untouched.

Common questions#

Why is the Edit option missing or disabled?#

If the enquiry is queued, unqueue it first. Otherwise your administrator may not have given you edit permission.

Does copying carry over the original's quotation?#

No. A copied enquiry starts fresh. Generate a new quotation when you are ready — see Generate a quotation.