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Show Quotes

This window contains the listing of quotes when you have data available.

By Clear All Search you will load the defaults data.

To find a specific quote provide the quote number in the search box Quote No and click the Search.

To show quote in a particular data range provide the From Date and To Date and click Search.

Shortcut Actions:

By right clicking the mouse you will be provided a list of actions to perform.

  1. Find: You can find data by this option.
  2. Sort: You can sort data by clicking over a field or column.
    • For Date type column: Sort Oldest to Newest and Sort Newest to Oldest.
    • For Text type column: Sort A to Z and Sort Z to A.
    • For Numeric type column: Sort Smallest to Largest and Sort Largest to Smallest.
  3. Filter: Put your mouse over a column and right click, you can filter data based on this selected column by Filter By Selection. You can filter by excluding this column by choosing Filter Excluding Selection.
  4. Between: You can search data based on a column values by this option.
  5. View This Quote: In case you need to reproduce or verify a quote you could do this by this option.
  6. Save This Quote to PDF: Save quote to PDF format for future reference or to share.
  7. Export to Excel: Export the quotes data to Excel format to further analyze or to share.
  8. Quote to Sale: Make sale from a quote, the sale will be the same as quote, you can’t add or remove or alter anything during sale.


Video Tutorial: Show Quotes.

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