Quotes - Quotes Search


Step     Action
 1.        Select {Quotes/Orders}. The page should open on the Quotes/Orders tab.


 2.         Select Quote from the Type drop-down to open quote search criteria.

    Note: Type can be toggled to Order, which will change search criteria. (See Orders - Searching Orders)

 3.         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.
Order Date
Select an Quote Date using the pop-up calendar.
PO Number
Enter in the full or partial PO Number.
Tags
Select some 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 - Creating a New Order Tag)
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 Smart Lists)