Search for Quote

Search using Search Bar

1. Click on Search Bar located on the top bar.
   
2. Enter the Quote Number or Quote item.
   From the dropdown, locate QUOTES/QUOTE ITEMS heading, click on Quote Number/Item to view details.
   

Search using Quote’s Menu

1. Click Sales menu located on the sidebar menu (left-hand side of the screen).
   
2. Click Quotes option.
   
3. Click on Search field located above quotes’ table, and Enter the Quote No, Customer’s Name/Company Name or Quote value.
   Results will be displayed in the table below. Simply click on Quote Number to view details.