We have yet to launch our company with B1 as we are still getting everything setup. Somehow, we inadvertently added a "quote" transaction which is preventing us from modifying the items in the quote.
What I am hoping to do is make a new company and then use the new B1 v9 "Quick Copy" feature to copy all the company info, items, customer info, forms, etc. over without the transactional data.
Can someone suggest the proper way to do this? So far I've been unable to make this work. We are very close to going live, but this is holding us up.