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Quote – Update View

Module: Sales
Screen Type: Update View
URL: /^sales/quotes/<pk>/update/
Model: Quote
Record Name: Quote
Plural Name: Quotes

What This Screen Is For

TODO: Explain what this screen does in plain language.

What You See on This Screen

📸 Add a screenshot of this screen.

Fields on This Screen

Field Type Description
Last Modified At Date & time TODO
Last Modified By Relationship (single) (optional) TODO
Quote # Text A quote's friendly name, used to identify the transaction in lists, reports, and searches
Customer Relationship (single) The customer that will be receiving this quote
Salesperson Relationship (single) (optional) The salesperson assigned to this quote
Warehouse Relationship (single) (optional) The physical location from which inventory items for this quote would be sourced
Status Text (choice) TODO
Memo Long text An optional field to record notes and other information about this quote
Customer Po # Text An optional field to make note of the customer's purchase order number
Subtotal Currency Text (choice) TODO
Subtotal Number (decimal) The total sales price of all line items before sales tax
Taxtotal Currency Text (choice) TODO
Tax Total Number (decimal) The total sales tax due for this sale
Total Currency Text (choice) TODO
Total Number (decimal) TODO
Converted Yes/No Marks this quote as conerted to an invoice and completed

System Fields (Managed Automatically)

⚙️ These fields are managed by the system and usually do not need to be edited.

Field Type Description
Id Auto number (ID) TODO
Created At Date & time TODO
Created By Relationship (single) (optional) TODO
Custom Fields Extra Fields JSONField TODO
Deleted At Date & time (optional) TODO

Common Tasks

  • TODO

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

  • TODO

Advanced Notes

TODO

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