Finding an Estimate is simple with the built-in search tools. This article explains how to search for an Estimate so you can easily access the information you need.
Table of Contents
Search in Estimates
To search for an Estimate in the Sales Module, navigate to Sales Module / Estimates / Search.
You can look up an Estimate in a variety of ways by entering or selecting information from the filters provided.
a. Filter by Estimate information such as Estimate #, Company Name, Product Status, etc.
b. Click the arrow next to Advanced Search Options to search by Order Origination, Client First and Client Last Name, Client Phone Number, or Order Total.
c. Click Show Cancelled Estimates to include canceled Estimates in your search.
d. Click Generate Estimate Reports to review a range of information about your Estimates.
e. Click Bulk Cancel Estimates button to allows you to bulk cancel all Estimates created before the chosen date. You will see a final warning before the Estimates are cancelled to confirm the date you entered and the number of Estimates about to be cancelled.
Note: This process cannot be undone andis only available to System Administrator.
1. Click Search to find an Estimate.
Note: If you click here without using any filters, the system will retrieve all your Estimates.
a. Click on the arrow to quickly view, edit, print, email or clone the Estimate.
b. To view the Estimate, click on the Estimate number.
c. Clicking on the Customer Name will take you to their customer information page.
Quick Search in Sales Home
Navigate to Sales Module / Sales Home.
1. Press the Forward Slash key ( / ) to open up the Quick Search pop-up.
2. Enter an Invoice or Estimate Number, or a Company Name.
3. Click Go.
