In the Quotes app, you can see a list of all your quotes with their search and filter options:
- Smart search
- Time filters
- Predefined filters
Smart search allows to search and filter quotes based on the following fields:
- From / To Date
- Quote Number
- From / To Amount
You can search for any term in any of the languages you've used. For a more effective search, you can apply more than one filter.
Time filters - To apply any time filter from the list, click on the filter name. This sets the values for both From Date and To Date fields and automatically displays the results.
Predefined filters allow you to filter invoices based on a combination of the following fields:
- Filter by the department is used to filter quotes by department (warehouse). Backstore allows you to define multiple departments for your organization.
- Filter by document status is used to filter quotes according to the document status
- Filter by TAX Included (Retail)
- Filter by approval status is used to filter quotes according to the approval status:
- The approved quotes are colored in black, and the unapproved quotes are colored in red.
- Once the quote is approved, if the product reservations are used, the product reservations are created and its products are taken out of the stock.
- Filter by category is used to filter quotes according to the quote category:
- Export quote
- EU quote
To apply any filter from the list, click on the filter name.