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QB - 09.08 Adding and Removing Items from an eQuote

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After creating an eQuote, to add additional Materials to the eQuote, select them in the upper grid and drag them onto the existing eQuote.

If they've already been added to this or another eQuote you'll be warned that you cannot add them again.

Removing Materials from an eQuote

Remove Item(s) from a quote request by right-clicking on the line to remove and select Remove Item. Only that Item is removed from the eQuote.

Note

Even after you send out an eQuote, you can delete Items from it. If the Supplier provides pricing for an Item removed from an eQuote, that pricing is ignored. However, because the Supplier quoted the Material Pricing based on the entire eQuote, the prices provided by the Supplier may not be honored. If in doubt, contact the Supplier and/or submit a new eQuote with only those Items requiring pricing.

If you delete all Items from an eQuote, the eQuote is deleted. You also can delete an eQuote entirely anytime you like.

Creating (Starting) an eQuote

Deleting an eQuote

QB - 02.07 The Materials Tab - Overview of Viewing and Adjusting the Materials used in a Project