To view Quote or Order details, on the Sales Quotes & Orders page, click anywhere on the row.
-
If you sort any column other than Date, then the Date column is also sorted accordingly.
-
The Sales Quotes & Orders page gives both the number of records on the current page and the total records. This is useful especially when you have many records spread across pages. Look for the items per page tab at the bottom of the page.
Interactive Customer- Quote and Order Statistics
The key statistics displayed at the top of your Customer- Quote and Order dashboard are now interactive. Each header serves as a direct link to its corresponding detailed report, allowing for quick access to in-depth information.
When you click on these financial indicators, you'll be directed to their respective detailed reports:
Number of Orders: Opens the Sales Order Report
Number of Outstanding: Launches the Sales Quote / Order Report
Each linked report can be generated and customized according to your specific requirements, providing a deeper analysis of your selected metrics.