Searching Quotes

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Once a customer base is formed, a number of quotes will be available on the system at a given point of time. The Search Quotes page can be accessed by clicking the Search link, as shown in Figure 1 (How Does This Module Help You?). You can search for quotes by specifying the search criteria.

 

Quotes_searchwindow

Figure 1 The Quotes Search Page

If you want to view all the available quotes, leave all fields empty and click Search. Searching for quotes in the system displays a list of quotes, as shown in Figure 2. The page displays the following information:

Number
Version
Account
Description
Status
Entered (date of entry)
Issued
Closed

Quotes_searchres

Figure 2 Quotes Search Results