Quotes Panel Walkthrough

Quotes Panel Walk-through #

In the Quotes Section From Top to Bottom:

You can access the quotes section from the side menu on the left of your dashboard by selecting the “quote” menu icon.

1. Quote Section : Header #

In the Quote Section Header you can perform 3 actions:

• • • “Add New” button in the Top right corner, will provide you with options to created a new quote.
    • “Options” button in the top right corner, will provide mass functions such as “status: cancelled” (status change),  mass delete, or mass export selected quotes. (only appear when checking the checkbox on the left of selected quotes)

2. Quote Section : Filters  #

The Quote Section Filters is divided into 2 sections:

• • • Standard filters (by default)
      • Main search field provide you with the ability to filter your quotes by partner’s name, quote No, PIN, Purchase order number.
      • The “Additional Filters” button extend the filter’s section to more advanced filter options.
      • The “Reset” button will reset all input filter parameters.
    • Advance filters section
      • “Quote Items” field provide you with option to filter quotes with a item name.
      • “Amount Range” field provide you with option to filter quotes with a amount range.
      • “Date Range” field provide you with option to filter quotes with a date range.
      • “Status” field provide you with option to filter quotes with a status name.

3. Quote Section : Quotes  #

The main Quote Section is a data table divided by multiples columns:

From Top to Bottom

• • • Columns headers provide ability to order ascending or descending the data(s) in the selected column.
    • Main data table section list all the quotes created with information such as name, description, partner’s name, issued date, status, total amount, a checkbox for mass functions & a button to delete selected quote.
    • Each quote can be open by clicking on the quote number.
    • The pagination provide ability to choose number of quotes will be display on the page and select the desired page number.

For more information you can open a new ticket at support.lambda-it.me.

Or contact us with the contact form.