Go to Modules > Quotes
Once inside click on the arrow at the top right of the page.
Available filters:
Status
Here you can filter the quotes according to their status by selecting an option from the drop-down list.
Important note
For more information about the different quote statuses, please click on the following link.
Date
Here you can use the creation date of the quotes as a filter. By clicking on the field, a calendar will be displayed where we can enter the desired date.
After selecting the date or date range, click on "Apply".
Users
Here you can choose the internal user who created the quote.
Opened / Unopened
You also have the option to filter quotes based on whether they have been viewed or not.
Contact
To perform an advanced search by contact, you can enter the contact's name in this field.
SKU / Code
Here you can enter the item code related to the quote.
Company
In this field, you can enter the name of the company related to the quote.
Resale SKU / Group
Here you can choose one of the available resale groups in the system to search for their related quotes.
Apply filters
To apply all selected filters, simply press the search button.