create new ticket
check ticket statusThe Quotes tab can be used:
- To search and locate a quote or group of quotes
- To action a quote
- To bulk action quotes
- To export a quote list
Note: Access to these functions will vary based on the user's security settings.
Searching Quotes
Note: Clicking on the spyglass icon will toggle the search filter panel to hide or display.
Step Action
1. Select {Quotes}. The page should open on the Quotes tab.
2. The search criteria that can be used include:
| Field | Action |
| Quote Number | Enter full Quote Number. |
| Quote Name | Enter in the full or partial Quote Name. |
| Customer Name | Enter in the full or partial Customer Name. |
| Customer Number | Enter in the full or partial Customer Number. |
| Contact Name | Enter in the full or partial Contact Name. |
| Status | Select some Status options from the drop-down menu. Note: Statuses are an easy way to visually identify what is occurring/has occurred on an order at-a-glance when you are searching. They appear as small colorful icons under the status column. |
| Quote Approval Status | Select some Quote Approval Status options from the drop-down menu. |
| Receiver | Select a Receiver option from the drop-down menu. |
| Sales Rep | Select a Sales Rep option from the drop-down menu. |
| CSR | Select a CSR option from the drop-down menu. |
| Quote Date | Select a Quote Date timeframe from the drop-down or select {Custom Range} to specify a date range using pop-up calendar. |
| PO Number | Enter in the full or partial PO Number. |
| Quote Tags | Select some Quote Tags options from the drop-down menu. Note: Tags are a great way to organize your quotes for search purposes. You can create as many tags as you need and you can add them to any quote or quote item you might search for in the future. (See Tags - Order Tags) |
| Customer Tags | Select some Customer Tags options from the drop-down menu. Note: Tags are a great way to organize your quotes for search purposes. You can create as many tags as you need and you can add them to any customer you might search for in the future. (See Tags - Customer Tags) |
| Has Balance | Select Yes or No if the order has a balance. |
| Total | Select a range for the order Total by entering a value in the Low and High fields. |
3. Once Search criteria has been entered, select {Search}. To clear all search
criteria, select {Clear}.
Note: If there is a specific set of search criteria you use often, it's possible to save it in the
form of a Smart List for future searches. (See General - Smart Lists)
Quote Actions
To open the sub-action menu, click on the vertical ellipses for a quote and then select an action from the drop-down.
For information on Bulk Actions, see Quotes - Bulk Actions.
For information on Exports, see Quotes - Exporting Quotes.