Search for Quotes

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Overview

• The Search for Quotes screen is called by the Search button on the Find a Quote tab of 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.

Description of the Search for Quotes Screen

Standard Fields Tab

Quote # Field

• enter a beginning quote number in the From: column of the Quote # field

• optionally, enter an ending quote number in the Thru: column

Reference # Field

• 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

Quote Date

• if known, enter the date on which the quote was created to use that information as search criteria

Exp. Ship Date Field

• enter an expected ship date, if one was recorded when the quote was created

Shopping Cart Drop-down List

• 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

Shipping Method Drop-down List

• 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

Purchase Order # Field

• 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

Drop-Shipped Items Check Box

• select this box if the quote contained products that are designated to be drop-shipped directly from the supplier

Payment Method Drop-down List

• 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

Customer Information

• 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

Bill To:

• 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

Ship To:

• 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

Quotes that Include: Section

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 selecting the # button to select the item from a list of SKUs of that begin with a number

Additional Search Fields Tab

Bill To: Phone Field

• enter the customer's billing phone number as search criteria

Ship To: Phone Field

• enter the recipient's phone number as search criteria

Grand Total Fields

From:

• enter the low-end dollar range to limit the search for quotes

Thru:

• enter the high-end dollar range limit the search for quotes

Balance Due Fields

From:

• enter the low-end dollar range to limit the search for quotes

Thru:

• enter the high-end dollar range limit the search for quotes

Transaction Total Fields

From:

• enter the high-end dollar range limit the search for quotes

Thru:

• enter the high-end dollar range limit the search for quotes

Expected Net Field

• this field is not active as it does not apply to a quote

Actual Net Field

• this field is not active as it does not apply to a quote

Order State Field

• this field is not active as it does not apply to a quote

Reason for Review Field

• search for quotes by a reason an order needs to be reviewed

Coupon Field

• search for quotes by a Coupon ID

Sales Person Drop-down List

• search for quotes by the name of the sales person
• sales people are defined through the List Maintenance feature  

Referral Field

• search for quotes based on their assigned referral source
• referral sources can be defined through the List Maintenance feature  

IP Address Field

• 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

Ext. Auction ID Field

• search by an External Auction ID

Ext. Sale ID

• search by an External Sale ID

Market Name Field

• search by the originating Marketplace name
• currently only applies to Monsoon shopping carts

Market Order ID Field

• search by the Order ID of the originating Marketplace
• currently only applies to Monsoon shopping carts

Web Order Status Field

• search for a quote by the status of the order at the Web store
• currently only applies to Monsoon shopping carts

Market Cust. ID Field

• search for a quote by the customer's ID at the originating Marketplace
• currently only applies to Monsoon shopping carts

Custom Fields — Order, Customer & Inventory Fields Tab

• 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

Custom Fields — Order Details Tab

• 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

Begin Search Button

• when all criteria has been specified, select this to begin the search process

Cancel Button

• select this to close the Search for Quotes screen

Additional Information

Created: 5/4/12

Revised:

Published: 08/19/15