How can I change the reference of a quote?
You can edit the reference number and/or description of a quote as follows:
It is also possible to edit the reference and description during checkout.
The above is only possible for quotes that are still valid (quotes expire within 48 hours).
Note: Read here how to edit the reference of an order.
- Log in to Sophia®.
- Go to the “Quotes” tab.
- Click on the desired quote.
- Click on the pencil icon to the left of the reference and/or description.
- Edit the reference and/or description.
- Save.
It is also possible to edit the reference and description during checkout.
The above is only possible for quotes that are still valid (quotes expire within 48 hours).
Note: Read here how to edit the reference of an order.