The following video discusses using the quote report to find specific quotes within the system. It explores accessing the quote report, understanding default settings, searching for quotes, applying filters, additional search options, clearing filters and viewing different quote statuses.
How to Use the Quote Report
Key Steps
Accessing the Quote Report:
Click on the menu button.
Navigate to the point of sale option and select "Quote."
Click on the "Quote Report" tab.
Searching for Quotes:
Utilize the search box to search by quotes, customers, or model numbers.
Type in the specific quote number, customer name, or model number to narrow down the search results.
Applying Filters:
Expand the filter options by clicking the arrow in the blue button.
Use filters such as quote date, date desired, expiration date, and next call date to refine the search.
Set up date ranges to specify the search criteria.
Additional filters include searching by sales associate or location.
Filtering by Status:
Use the options for active, canceled, and expired quotes to filter the search results.
Click on the desired status to view quotes within that category.
Cautionary Notes
Ensure to clear filters when necessary to reset the search criteria.
Be cautious when selecting filters to avoid missing relevant quotes.
Double-check the search criteria to ensure accurate results.
Tips for Efficiency
Use a combination of search box queries and filters to narrow down search results effectively.
Experiment with different search criteria to find the most relevant quotes.
Regularly clear filters to start fresh with new search queries.
By following these steps, team members can efficiently navigate the quote report and locate specific quotes within the system.