Quotes and orders can be located using various criteria. To locate open quotes and orders:
Click the Menu icon
Expand the Point of Sale menu
Click Orders or Quotes
Click the Open Orders tab
Note: The quotes and orders page defaults to the last 30-days of quotes and orders
Locating Existing Orders:
To locate existing orders by date, use the Date Field and Date Range filter
Note: To clear filters, click the Clear Filters button
To locate orders using additional criteria, click Add Filters
To locate orders using order status, click the status of the order
Additional search filters can also be found using the Search drop down
Locating Existing Quotes:
To locate using additional criteria, click Add Filters
To locate using quote status, click the status of the quote
Additional search filters can also be found using the Search field
Additional search filters include:
Quote #
Customer
Model