In the navigation click Offer Management > Offers. By default, the Advanced Search pane is displayed on the right side of the Offers list. Click Advanced Search icon to hide or show the pane.
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Enter/choose search parameters:
Enter the Offer Number.
Enter the Title of the offer.
Enter Customer name or E-mail.
Enter Offered date using the pop-up calendar.
Choose the Order status: NEW (new), OFF (offered), WON (won) and LOST (lost). It is possible to choose several (or all) order statuses.
Enter the Follow Up date using the pop-up calendar.
Enter the Valid until date of the offer using the pop-up calendar.
Choose the offer Owner.
Enter an Item name or item number.
Click Search.
Note:
- To reset the search and delete the chosen search parameters click Clear.
- If you navigate somewhere else, the last search remains saved until you reset your search or log out of the application.
See also: