When you have produced very long quotes/orders it can be more work scrolling up and down, locating the right products. You can use filters on the quote/order screen to change the view, to copy/duplicate products and to place purchase orders for a filtered selection of products.
Setup filters on the quote/order screen
Filtering to view or copy/duplicate products
Filtering products to place selective purchase orders
Setup filters on the quote/order screen
There are up to 7 fields that you can filter on a quote/order screen. They are:
- Product code
- Product type/category
- Quotation group
- Phase
- Catalogue
- Supplier
- Heading
To enable or disable which filters show on the quote/order screen:
Open System Config with the button on the top toolbar.
Filtering to view or copy/duplicate products
When you have added some products to your quote/order you will see the filters at the bottom of the screen. Filters can be applied in Edit mode, and when saved.
- Select from one or more of the filters on the toolbar and click the tick icon to apply it
You can use filters to narrow down large quote/order contents to make it easier to see.
When you have applied a filter, you can quickly duplicate all of the products using the copy icon next to the filters:
This will duplicate all of the products in the selected filter and show the copied products immediately.
Filtering products to place selective purchase orders
Ensure your quote/order is saved.
- Select from one or more of the filters on the toolbar and click the tick icon to apply it
- Click the Place Orders button:
Only products that match your filters will shown in the suppliers list. - Proceed to place purchase orders as normal.
- Once you have ordered your products, you will be taken back to your order, and the filter removed.
See also: