Customer Quotation- Advanced Search

Customer Quotation states a commitment from a seller to offer products or services for a specific price as notified to the buyer. It refers to a document which is generally sent to potential customers with an offer to sell goods or services at a specific price.

Advanced Search feature enables you to specify additional requirements to search data. It helps to refine the search.  

Prerequisites:

1. You have your Deskera ERP URL in place.

2. You are the administrator of Deskera Applications.

3. Ensure good internet connectivity.

Step 1: Go to Proforma Invoice/Quotation under Accounts Receivable-Sales tab in Deskera ERP.

Click on Advanced Search. Fig 1.5.1.8.1 Advanced Search

Step 2: Select the desired option from the filters- Search Field, Search Text and Filter conjunction. Click on Add to continue. Fig 1.5.1.8.2 Advanced Search

Step 3: The search filter will be added. Now click on search option.

You can see the desired results below.  Fig 1.5.1.8.3 Advanced Search

Step 4: You can also enter the name of the search filter and click on Save Search. The filter will be saved for future references.  Fig 1.5.1.8.4 Advanced Search