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Quotations overview

Quotations overview consists of previously created Quotations listed by their status like “Active Quotations” and “Expired quotations”. Step to go to Quotations overview follow path as:

Sales > Quotation > Quotation Overview

Overview-1

Once Quotation Overview is clicked, you can see your previously created quotations in the list

quote-overview

Quotations Overview components:

 

quote-overview-1

# 1: Add Quote: By click on Add quote you can create new quotation

#2: Quotations Filters: We have three filters for  Quotations:

1. Active:  Active filter shows all the active quotations
2. Expired:  Expired filter shows all the expired quotations
3. All:  For all active and expired both quotations, you can apply All as a filter

#3: Search box: In the search box you can search created Quotations by cart id / Reference id /Customer Name.

#4: Action buttons: Quotations list has two action button:
1. Edit: By click on “Edit” you can edit the respective Quotation.  To view more details visit Update Quotation
2. View Log: click on the “View Log” to track actions taken on the selected Quotation.

 

 

 

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