In Edit mode, the information of the Quote detail screen can be changed:


At the top, the following informations are editable:

  • Notes: here you can enter a note that you want to mention on the quote form
  • Customer: select to which contact person you want to email the quote PDF
  • Quote currency: select the currency for your selling price toward the customer
  • Volume: enter the volume/weight that you base your pricing upon


On the pricing table, the following informations are editable:


The Service provider, Estimated cost (with the cost currency), Markup, VAT% and Selling price (incl VAT) can be changed at any line.


Remember that there is a tree-structure in place where the Lumpsum line will overrule all service groups/services underneath IF cost/sell price is entered. Same for the Service Group overruling all underlying individual services IF the cost/sell price is entered.


Also find the following options via the context menu's:


  • Lumpsum line: 
    • Edit Title: The title will by default be the quote reference number
    • Edit description: Leave a sub-text to further elaborate the title
  • Service Group lines:
    • Edit description: Leave a sub-text to further elaborate the title
  • Service Group lines:
    • Edit description: Leave a sub-text to further elaborate the  title
    • Exclude service: Will remove the service from the pricing list and add it to the excluded services
    • Remove service: Will remove the service from the quote altogether


At the excluded services you are able to:

  • Add excluded service:     
    • Add services to the excluded list: if they are not in there yet. Select one or more from the list in the pop-up.
    • Add a custom exclusion: click Add custom exclusion and this will allow you to add a service that you want to mention as excluded in your quote, but is not represented in your Reedge system as a service. 

PS: The Exclusions are categorized by Service Group and the pop-up will only show the "Allowed services" for the group you are editing, meaning that for example Air Freight cannot be selected as an exclusion in the Origin / Sea Service group.


  • Context menu of excluded Service:
    • Edit description: Leave a sub-text to further elaborate on the service.
    • Include service: Will remove the service from the excluded list and add it to the pricing list.
    • Remove: Will remove the service from the quote altogether


At the bottom you are able to ignore all changes and go back by clicking the 'cancel'-button.

Or  save the changes and go back by clicking the Save changes-button.