Use Edit → Documents → Management → Offer… to change or annul a saved offer. The edit window works like the Offer window. That page describes the header, the rows and the buttons, and this page covers only what is different.
Open an offer for editing
- Go to Edit → Documents → Management → Offer…. The Offer – Select Document window opens.
- Find the offer with Date: and Filter.
- Select the offer and click Edit, or double-click the row. To edit several offers, select them with Ctrl+click: each one opens in its own tab.
You can also open an offer from a report: select its row and use Actions → Edit. The limits below apply there too.
| Control | What it does |
|---|---|
| Filter | Shows only the offers whose number, partner or location contains the typed text. A valid 12 or 13 digit barcode of the number also works. |
| Date: | The period of the listed offers. Today is used the first time. Choose Custom Dates to enter a start and end date. The window remembers the last period. |
| Clear | Clears the filter text and sets Today. |
| Edit | Opens the selected offers for editing. |
| Cancel | Closes the window. |
| Annul | Annuls the selected offers (see Annul an offer). |
| Preview | Shows or hides a preview of the selected offer. |
| Actions | Edit, Print, Transform Selected Documents, Related Documents and Show Changes History. Print works as in Reprint Offer. |
| Export | Exports the listed or the selected offers. Shown when exporters are available. |
Draft in the Number column marks an unfinished offer. Rows shows the number of listed offers and Selected total the total of the selected ones. The Total Amount column depends on Show totals in the choose operations dialogs (slower loading) in Tools → Settings… → Operations.
Offers that cannot be edited
The program checks the selected offers when you click Edit.
| Case | Message | Result |
|---|---|---|
| The offer is older than your user may change | “You don’t have access to edit operations that far in the past!” | The offer does not open. The limit is Allowed operations modification: in the user’s settings. |
| The offer is pending in another database | “Pending operations cannot be edited! Please wait for the operation to be completed at the managing database.” | The offer does not open until that database completes it. |
A document made from the offer with Transform Document does not stop editing.
What you can change
The window title shows Edit offer No. and the number of the offer, which cannot change. A draft opens as Edit offer draft.
| Part | How it works in an edit |
|---|---|
| Partner, Location | Change them as in a new offer. Location is disabled when Document numbers per location is selected in Tools → Settings… → Special. |
| User, Date | Require the Edit User and Edit Date permissions. |
| Rows | Change the item, the quantity, the price or the discount in the cell. Press Enter on the last row to add a row. |
| Delete a row | Press Ctrl+Delete, use Clear → Delete current row or set Qtty to 0. The row stays struck through and disappears when you save. |
| Add Discount, Add VAT, Import | The same buttons as in a new offer. |
| Note, Addon properties | The same tabs as in a new offer. |
Lowering a quantity, deleting a saved row, replacing its item or raising its discount requires Make Corrections In Operations. Clear → Delete all rows asks “Do you want to delete all the rows from the operation?” and sets all quantities to 0: saving such an offer annuls it.
A saved offer cannot become a draft. If you close the window with changes, the program asks “Exit without saving the changes?”: OK loses the changes and Cancel returns to the offer.
Save the changes
- Press F9 or click Save.
- The program asks “Do you want to save the changes?”. OK saves and Cancel returns to the offer.
- If printing is available, the program asks “Do you want to print an offer?”, depending on Print documents: in Tools → Settings… → Printing. With Yes the print preview opens.
The tab then closes.
What saving changes
| Where | Result |
|---|---|
| Stock | No change. An offer does not use the stock. |
| Payments | None. An offer has no payments. |
| Row prices | Saved rows keep their prices and discounts. They are not reloaded from the items, and price rules do not run. There is one exception: if you select a partner or a location with another price group, rows that still have the item’s price from the old group get the price from the selected group. An added row or a replaced item takes the item’s price. |
| Item prices | No change. Saving an offer never changes the prices in Items. |
| Transformed documents | No change. A sales order, proforma invoice or sale made from the offer keeps its rows and prices. |
| History | Actions → Show Changes History shows the earlier versions of the rows. |
Annul an offer
- In Offer – Select Document select one or more offers and click Annul.
- Answer “Are you sure you want to annul this offer?” with Yes. For several offers the question is “Are you sure you want to annul the selected 2 offers?”.
The offer leaves the list. The stock does not change, and a document made from it stays. Annul is also in the Reprint Offer window.
Permissions
All permissions are set in Edit → Administration → Permissions….
| Permission | What it allows | Not allowed by default for |
|---|---|---|
| Documents → Management → Offer… | The menu item, Annul and Actions → Edit. | Operators |
| Export | The Export button. | Operators |
| Manage operators and view their operations | Seeing the offers of all users. Without it the list shows only the offers with your user in User. | Operators |
Troubleshooting
| Problem | Solution |
|---|---|
| An offer is not in the list | Check Date: and Filter. |
| “Opening the Offer screen is not allowed!” | The edit window also needs the Offer permission (Operations). |
| “This is a free version of the Offer operation! To save your operation please purchase a license.” | Offer is part of the paid Advanced Operations module. Without a license you cannot save the changes. |
| “You don’t have permission to make discounts or corrections to the operation!” | A user with Make Corrections In Operations can log in after the message to allow the change. For rows you added in this edit, Make Corrections In New Operations is enough. |
| “The operation was already modified and cannot be saved!” | Another user saved this offer after you opened it. Close the tab and open the offer again. The check comes from Check if the operation was modified before save in Tools → Settings… → Operations. |
| “You don’t have access to annul operations that far in the past!” | The offer is older than Allowed operations modification: allows. |
FAQ
Can I change the number of an offer?
No. An edit keeps the number.
How do I send the changed offer to the customer?
Answer Yes to the print question after saving and print or export it from the print preview, or use Reprint Offer later.
Related pages
- Offer
- Reprint Offer (Edit → Reprint Documents → Management → Offer…)
- Transform Document
- Management reports