Quotes

Modificata il giovedì, 20 novembre 2008 15:58 da stefano — Categorizzata come: Non Categorizzata

10.1 Quotes In the section lets you manage budgets, any intrusion into orders (Orders).

To create a new preventive click on "New preventive" (New preventive), to load a quote documents click on "New preventive documents" (New preventive docu).

To search all estimates that meet certain conditions for fields in a timely manner in the "Filter" section of the sidebar, bearing in mind that:

to set the time restrictions, select if the date of the estimate should be less than or equal (≤)
), uguale≡
) or greater or uguale≥
) the date of reference to be following in the "Date validity" pane: you can manually type the date (dd = day 2 digits; MM = month 2 digits; yyyy = year 4-digit, e.g. 01 01 2009), or click on the icon :
So you can select the date from the calendar, clicking on the desired day directly. To change click on month (previous month) or (next month). To close the window click ;
You can select the owner of the preventive clicking as a search parameter by typing a search, clicking key and selecting the desired; user
You can select the applicant of the quote as a search parameter by selecting the type of tab and clicking : for information about the function of research between companies and contacts see New leads, leads search function is similar to that between contacts;
to set restrictions on total Select if you should be less than or equal (≤)
), uguale≡
) or greater or uguale≥
) to the number that you typed in the box below;
Once you have selected the desired parameters click .

The list shows the key data estimates.

In the header of the list are the letters of the alphabet: by clicking on one of these letters appear all budgets whose description starts with the letter; by clicking on "All" will list all the quotes.

You can reorder the list alphabetically by clicking on the header of the menu under the heading "Description" description. Clicking again invertirà order. Similarly, you can sort by date of creation, number or total.

To view, edit, update, and/or order convert a quote click on the icon (Change quote).

To convert or send a quote in .pdf format (Convert or sends prevention) click on the icon .

To download a quote documents click on the icon .

Select the box in the last column, and then click to delete a quote.

Lower right illustrates the number of quotes, however the number of items listed in each list is limited ( (Account management), "Tustena Configuration" tab (Tustena configuration)). To view items that follow click on the number for the list page or on "Next" to switch to the next page. To go back a page click on "Previous". To display all the quotes in a single page click on "All records".