Customer Quotes and Orders

Customer Quotes and Orders Tab

Overview

This tab lists all the customers quotes and/or orders.

Customer_quote_and_orders_overview

You can filter to show just quotes, orders or both via the drop down filter.

Customer_quote_and_orders_filter

Quotes and/or orders can be also filtered by a date range.

Customer_quote_and_orders_date_range

Quotes and/or orders can be ordered/sorted clicking the column headers.

Customer_quote_and_orders_filte_column_headers

Quotes and orders made inactive can be view by ticking the “Include Inactive” box.

 

 

Customer_quote_and_orders_include_inactive

 

 

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