Advanced search for a quote

Advanced search allows you to browse for specific quotes by using additional search criteria, such as, expiry date of the quote, unfinished quotes, or customer ID. You can also sort the search results using the Advanced Search option.

1. Click the Quotes tab in the menu bar.
2. The Quote Home page is displayed. Click the Find Quote hyperlink.
3. The Quote Search screen is displayed. Enter the search criteria, as appropriate:
   • Select the Show only unfinished quotes check box to search for quotes that have neither been abandoned nor converted to an order.
   • In the Quote Name field, select the appropriate operator from the drop-down list, and enter the appropriate value in the corresponding box. For example, to search for a quote whose name is ComputerSystems, you can select starts with from the drop-down list and enter Computer in the corresponding box.
   • Click the Search icon in the Customer ID field to browse for customer for whom the quote was created. The Customer Search dialog box is displayed. Enter the other search criteria as appropriate and click Search.

     A list of customers matching the search criteria is displayed in the Search Results panel. Select the check box adjacent to the customer, and click Select. Alternatively, double-click the row containing the Customer ID or click the corresponding Customer ID hyperlink to select the customer. The Customer ID of the customer is populated in the Customer ID box.

   • In the Quote ID Starts With box, enter the complete identifier of the quote or the initials of the quote identifier. If you are searching for a quote with quote123abc as the Quote ID, you can enter quote123 in the box.
   • In the E-mail Starts With box, enter the complete e-mail address or the initials of the e-mail address of the customer contact for the quote.
   • In the First Name Starts With box, enter the complete first name or the initials of the first name of the customer contact for the quote.
   • In the Day Phone field, select an operator from the drop-down list and enter the complete phone number or the partial phone number of the customer contact in the corresponding box.
   • In the Last Name Starts With box, enter the complete last name or the initials of the last name of the customer contact for the quote. For example, if the last name of the customer contact is Thomas, you can enter Thom in the box.
   • In the Expiration Date field, select an operator from the drop-down list and select an appropriate date from the Calendar icon. The expiration date is the date by which the quote will expire.
     Note: If the expiration date of a quote is not specified before the quote is presented to the customer, the expiration date is computed by the system. The computed expiration date is not considered when you search for a quote with that expiration date as the criteria.
4. You can display the search results in either an ascending or descending order. To sort the search results, select the desired option from the Sort By drop-down list.
5. Click Search.

   A list of quotes that match the search criteria are displayed in the Search Results panel. By default, a maximum of 15 quotes are displayed. If the search results exceed 15, they span across pages. You can configure the number of results to be displayed.

   • To modify the number of quotes to be displayed in the Search Results panel, select a number from the Results Per Page drop-down list. The display of search results is modified accordingly.
   • Use the arrow keys to navigate between pages.
6. To view the details of a quote, click the Quote Name hyperlink.
   Note: If only one quote matches the search criteria, the details of the corresponding quote are automatically displayed.