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Edit Sales Quotation

Update an existing sales quotation that is in Draft status. The edit form uses the same full-page document layout as the create form. Once a quotation has been sent to the customer, the form is locked and editing is no longer possible until the quotation is reverted to Draft.

Edit Sales Quotation form pre-filled with an existing quotation showing customer, dates, payment terms, and line items

Accessing the Page

Section titled “Accessing the Page”

From the Sales Quotation Detail page, click Edit, or navigate directly to /commerce/sales/quotations/:id/edit. The Edit button only appears when the quotation is in Draft status.

Form Overview

Section titled “Form Overview”

The edit form uses the same structure as the Create Sales Quotation form. All fields and line item columns are identical.

The following differences apply in edit mode:

  • The document number is shown in the page header as a read-only reference.
  • The status badge shows the current status (Draft).
  • The submit button is labeled Save Changes instead of Create Quotation.
  • Existing line items are pre-loaded and tracked by their IDs; deleting a saved line marks it for removal on submit.
  • The form includes version tracking to detect concurrent edits.

The Document Number field is read-only after creation.

Document Header Fields

Section titled “Document Header Fields”

Same fields as Create Sales Quotation. Refer to that page for the full field table and behavior notes.

Line Items

Section titled “Line Items”

Same columns and behavior as Create Sales Quotation.

When a previously saved line is deleted, it is flagged for deletion and removed from the document on submit. New lines added in edit mode are treated as additions.

Changing the Customer when existing lines have prices shows a dialog asking whether to update line prices to match the new customer’s price list.

Validation Rules

Section titled “Validation Rules”

Same rules as Create Sales Quotation. Additionally:

RuleBehavior
Version conflictIf another user edited the document concurrently, a conflict error is shown; refresh and retry
Draft-only editingIf the quotation status is not Draft, the edit route redirects to the detail page

Post-save Behavior

Section titled “Post-save Behavior”

After saving changes successfully:

  • The quotation is updated in-place.
  • You are redirected to the Sales Quotation Detail page.
  • A success notification confirms the update.

Common tasks

Section titled “Common tasks”
  1. Open the Sales Quotation Detail page for a Draft quotation.
  2. Click Edit in the action bar.
  3. Modify fields or line items as needed.
  4. Click Save Changes to apply the update.

Permissions & system behavior

Section titled “Permissions & system behavior”
  • Editing requires the canEditSalesQuotation permission.
  • Only Draft quotations are editable. All other statuses lock the form.
Section titled “Related Pages”