Quote overview

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Overview

The overview shows all offers created with the possibility of filtering, searching and sorting.

From the filter, you can choose to make selections on what you want to display.

Status: Choose which statuses to display
Date created: View offers created before, after, or in a specific date range.
Expiration: View offers that have expiration dates before, after, or in a specific date range.

The search bar at the top allows you to search for the following choices:

View lets you choose which columns to display in the dashboard.

Select the column you want to display and click "Add". Alternatively, you can click "Add All" to display all columns in the overview.

The same goes for removing one or all columns.

Columns shown by default:

One can sort on all columns by clicking on the arrows behind column names.

Locked columns

The quote number and customer name are locked and cannot be removed.

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