Quote filtering

The system ofquote filteringallows the user tosearch quicklya specific quote orsort efficientlyquotes according to precise criteria, without having to go through the entire list manually.

Available filter criteria:

Customer: Allows you to search for all quotes linked to a specific customer.

road: Shows only quotes corresponding to a particular trip or service.

Status: Sorts quotes based on their current status, such as:

• In progress

• Accepted

• Rejected

How to use the filter:

1. Go to the interfaceList of quotes.

2. At the top of the list, identify the fieldsfiltering.

Select or type the values ​​as needed in:

• The fieldCustomer(name or reference)

• The fieldroad

• The fieldStatus

Results updateautomaticallyaccording to the chosen criteria.

Advantages of filtering:

• Save timein the quote search.

• Targeted displayfor better readability.

• Easy analysisdepending on the progress of the quotes.