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The Quote Items tab can be used: 

  • To search and locate an item or group of items
  • To action an item
  • To bulk action items
  • To export an item list


Note: Access to these functions will vary based on the user's security settings.


Step     Action
  1.       Select {Quotes} and then select the Items tab.

 

  2.        The search criteria that can be used includes: 

Field

Action

Item Number

Enter full Item Number.

Item Name

Enter in the full or partial Item Name.

Description

Enter in the full or partial Description.

Quote Number

Enter full Quote Number.

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.

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.

Graphic Artist

Select a Graphic Artist option from the drop-down menu.

Commission Contact

Select a Commission Contact 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.

Due Date

Select a Due Date timeframe from the drop-down or select {Custom Range} to specify a date range using pop-up calendar.

Tags

Select some Tags options from the drop-down menu. Multiple tag search criteria can be selected if applicable.

Item Type

Select an Item Type option from the drop-down menu.

Time Sensitive

Select Yes or No if the item is time sensitive.

Queue

Select some Queue options from the drop-down menu. Multiple queue search criteria can be selected if applicable.

Template Group

Select a Template Group option from the drop-down menu.

Press

Select a Press option from the drop-down menu.

VendorSelect a Vendor from the drop-down menu.

 

 

  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)


Item Actions  


To open the sub-action menu, click on the vertical ellipses for an order and then select an action from the drop-down.

Action

Description
Summary
This provides a snapshot summary of an items Quote/Production details.

Pricing section includes details on how pricing is calculated.
Details section includes all customers demographic information and a summary of the order/items.
Production sections will vary based on item requirements. Each sections includes: due date, details for the specified stage of production, and any notes for each section.
Edit
This opens the Quote Item edit page.
Workorder
This opens the a Workorder modal with various workorder layouts. The workorder design will depend on the option selected

The workorder design will depend on the default option selected in Documents. 

For information on creating a workorder, see Documents - Creating a New Document.
 
Delete
This allows for the item to be deleted. A window will pop-up for confirmation before an item is deleted.