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Quote Manager - Admin Guide

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Manage Items > Edit An Item
  • Introduction To Quote Manager
    • Quick Start Guide
    • Login To Quote Manager
    • The Quote Manager Admin Console
  • The Home Screen
  • Manage Items
    • Add A New Item
    • Add Bulk Items
    • Edit An Item
    • Archive Out-Dated Items
  • Manage Customers
    • Add A New Customer
    • Edit A Customer
    • Archive A Customer
  • Manage Quotes
    • Generate A New Quote
    • Answer Feedback And Process Quotes
    • Set A Reminder
    • View Quote Activity
    • Archive A Quote
  • Manage Quote Templates
    • Create A New Quote Template
    • Remove A Quote Template
  • Settings
    • Personal Settings
    • My Company Settings
      • General Settings
      • Quote Appearance Settings
      • Quote Parity Settings
      • Quote Currencies Settings
      • Configure Email Templates
      • Configure Company Settings
      • Configure Tax Rates
    • Configure Integrations
  • Reports
    • Top Statistics
    • View Revenue Statistics
  • About ITarian

Edit an Item


You can view and edit any item in the 'Items' interface.

  • Click 'Items' in the left-hand menu
  • Click the name of the item you want to edit

Tip: Use the search options to find specific items.


The item's detail screen will open:



The edit interface is the same as the add new item interface. See adding an item if you need help with this.

  • Change the details as required and click 'Save'
If the item is outdated, you can archive the details from the options at the top right.
  • To archive the item, click the menu button at the top right and choose Archive from the options.

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