TABLE OF CONTENTS

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3. Quotation List


  • Go to Sales ⇒ Quotation List



  • You can check all the quotations you created here. The Sales Manager can check all the created quotations here.




3.1 How to use the Filter function?


  1. Click Filter

  2. Set up criteria at the filter screen.

*In this case, we select Ocean Export at Shipping Type Column.

  1. Click Apply Filters



3.2 How to configure the Quotation List?


  1. Click Config to open a pop-up screen.

  2. Check the items you want to show, uncheck the items you don’t want to show, drag and move items to change display order. 

*You can also move the Freeze Column Divider to highlight specific items.

  1. Click Apply.




3.3 How to output the Quotation List as Excel?


  1. Click Excel to select Download/Config.



  1. Click Download to directly output the quotation list with display order.

  2. Click Config to edit the display order before outputting the quotation list.

  3. Check the items you want to show, uncheck the items you don’t want to show, drag and move items to change display order.

  4. Click Save/Save & Download