Manage Quotes
A quote is a formal document sent to a customer, outlining the items or services to be delivered, their quantities, pricing, and additional terms. In MindX Inventory, the Quotes feature allows you to create, filter, and refresh quotes to keep your sales process organized and efficient.
Insight
Regularly managing and refreshing your quotes can enhance your responsiveness to customer inquiries and improve overall customer satisfaction.
Filter Quotes
You can sort quotes based on specific criteria to find the information you need more efficiently:
- Navigate to Sales > Quotes.
- Click the Filter option at the top of the page.
- Choose the desired filter criteria to view the results. Sorting your quotes helps you quickly access relevant information, improving your quote management process.
Tip
Utilize multiple filter criteria to narrow down your search results effectively, especially if you have a large number of quotes.
Refresh List for Quotes
Keep your quote list updated to ensure you have the latest information. Here’s how you can refresh the list:
- Navigate to Sales > Quotes.
- Open the three-dot menu in the top right corner of the page.
- Click Refresh List. Refreshing your quote list ensures you are always viewing the most current data for effective management.
Info
It’s advisable to refresh your list periodically, especially after making changes or updates to quotes, to avoid working with outdated information.
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