Version 7.5
Version 7.5
Contents of this Topic: Show
The Search for Quotes screen is called by the Search button on the Quotes screen.
It is basically the same as the Search for Orders screen, except that only a limited number of fields on the screen will be active.
Fields such as Actual Ship Date and Item Status will be grayed out, since they do not apply to a quote.
If the quote is eventually converted to an order, then those fields would be applicable and active.
Use this screen to locate a quote or group of quotes by the criteria entered at this screen.
Search for Quotes screen
enter a beginning quote number in the From: column of the Quote # field
optionally, enter an ending quote number in the Thru: column
a reference number is an arbitrary value that the user may assign to a quote at the time it is created
enter a specific reference number in this field
the From: and Thru: columns are not relevant to this field; it does not support a range of numbers, it is a single field
if known, enter the date on which the quote was created to use that information as search criteria
enter an expected ship date, if one was recorded when the quote was created
if the quote was recorded as being associated with a particular shopping cart, select that cart type from the drop-down list to use that information as search criteria
if a proposed shipping method was recorded with the quote, choose the appropriate method from the drop-down list to use that information as search criteria
if a purchase order number was supplied by the prospective buyer when the quote was created, enter that value here to use it as search criteria
select this box if the quote contained products that are designated to be drop-shipped directly from the supplier
if a prospective payment method was recorded with the quote, choose the appropriate type from the drop-down list to use that information as search criteria
First Name Field - enter the given name of the purchaser
Last Name Field - enter the surname of the purchaser
Email Field - enter the email address of the purchaser
ID Field - enter the customer ID of the purchaser, if known, to use that information as search criteria
Name - the name of the purchaser
Company - name of the purchaser's company, if applicable
State - name of the state in which the purchaser and/or company resides or is located
Zip - the postal code of the purchaser and/or company
Country - the country in which the purchaser and/or company is located
Name - the name of the recipient
Company - the name of the recipient's company, if applicable
State - the name or abbreviation of the state in which the recipient/company resides
Zip - the postal code for the recipient and/or company
Country - the country in which the recipient and/or company is located
This section of the screen is used to filter quotes based on SKUs or Item Names provided by any of the following methods:
fill in full or partial values in the Starts with: SKU or Item Name fields
fill in full or partial values in the Includes: SKU or Item Name fields
it is also possible to filter quotes by selecting a letter button that the SKU begins with, or by clicking the # button to select the item from a list of SKUs of that begin with a number
enter the customer's billing phone number as search criteria
enter the recipient's phone number as search criteria
enter the low-end dollar range to limit the search for quotes
enter the high-end dollar range limit the search for quotes
enter the low-end dollar range to limit the search for quotes
enter the high-end dollar range limit the search for quotes
enter the high-end dollar range limit the search for quotes
enter the high-end dollar range limit the search for quotes
this field is not active as it does not apply to a quote
this field is not active as it does not apply to a quote
this field is not active as it does not apply to a quote
search for quotes by a reason an order needs to be reviewed
search for quotes by a Coupon ID
search for quotes by the name of the sales person
sales people are defined through the List Maintenance feature
search for quotes based on their assigned referral source
referral sources can be defined through the List Maintenance feature
search for a quote by an IP address
the originating shopping must provide an IP address along with the rest of the order information to take advantage of this
search by an External Auction ID
search by an External Sale ID
search by the originating Marketplace name
currently only applies to Monsoon shopping carts
search by the Order ID of the originating Marketplace
currently only applies to Monsoon shopping carts
search for a quote by the status of the order at the Web store
currently only applies to Monsoon shopping carts
search for a quote by the customer's ID at the originating Marketplace
currently only applies to Monsoon shopping carts
this tab will only be visible if the user has defined custom order, customer, or inventory fields within the program; refer to Configuring Custom Fields for more information
enter a value in one of the defined custom fields to use that information as search criteria
this tab will only be visible if the user has defined custom order, customer, or inventory fields within the program; refer to Configuring Custom Fields for more information
enter a value in one of the defined custom fields to use that information as search criteria
when all criteria has been specified, select this to begin the search process
select this to close the Search for Quotes screen
Created: 5/4/12
Revised: 9/23/14
Published: 04/14/16