The Quotes page in Business Hub is where you manage all your quotes. Only users with Administrator, Sales Manager, or Sales Team roles can access the Quotes page.
The Quotes page displays a consolidated view of the quotes that you have received through all of your sales channels. This includes quotes requested in your primary web store, your affiliate web stores, and quotes added directly through Business Hub. On this page, you can add new quotes, open an existing quote to view or edit, download selected quotes, sort quotes, and search for quotes.
In this article...
- To view your quotes list
- To customize the fields displayed for your quotes
- Alert Icons
- Sorting quotes
- Searching for quotes
- View customer sales summary
To view your quotes list:
- Log into your DecoNetwork website.
- Browse to Business Hub > Quotes.
The main work area shows the quotes that you have received, listed in a table.
Open quotes are shown by default. You can choose to view rejected quotes, expired quotes, closed quotes, or all quotes at once by clicking on the Rejected, Expired, Closed, or All tabs at the top left of the table respectively.
By default, the following fields are displayed for each order:
- #: the quote number.
- Customer: the customer's full name.
- Company: the customer's company name.
- Status: the status of the quote.
- Value: the total quote value.
- Outstanding: the balance owing on the quote.
- Quote Date: the date the quote was placed.
To customize the fields displayed for your quotes:
You can customize the information displayed in the quotes list by choosing which fields you want to be shown in the table.
- Click on the gear icon in the last cell of the header row.
The table of order fields is displayed.
- Tick the checkboxes for the fields you want to be displayed and un-tick the checkboxes for the fields you do not want to be displayed.
Fields
- Priority Order: identifies whether a quote is flagged as a priority order.
- Source: identifies whether the order originated from Business Hub or from an Internet sale.
- Job Name: the job name specified for the order, if any.
- Customer: the full name of the customer.
- Company: the customer's company name, specified for billing, if it has been provided.
- Email: the email address of the customer.
- Phone: the phone number of the customer.
- Customer PO Number: the purchase order number provided by the customer, if specified.
- Process: the processes to be used to produce the order.
- Status: the stage that the order has reached within the quote processing workflow.
- Value: the total value of the quote.
- Outstanding: the balance owing on the quote.
- Quote Date: the date on which the quote was created.
- Expiry Date: the date on which the quote is due to expire.
- Order Ship By Date: the date on which production needs to be completed.
- Created By: identifies whether the quote was created by a team member or customer. In the case where a team member created the quote, their name will be listed.
- Store: identifies the store from which the quote originated.
- Shipping Name: the name of the recipient specified for shipping.
- Shipping Address: the street address specified for shipping.
- Shipping City: the city of the address specified for shipping.
- Shipping Postcode: the postcode of the address specified for shipping.
- Shipping method: the shipping method specified for the quote.
- Sales Assign: the name of the salesperson assigned to the quote.
- Click okay.
Alert Icons
Icons may sometimes appear beside the quote number in the # column to alert you of a number of significant details about the quote.
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Indicates that the quote has been flagged as a Priority Order. (You can flag quotes as priority orders by ticking the Priority Order checkbox when you create or edit a quote). See the Create quote help article for instructions on creating a new quote. |
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Indicates that the quote has been flagged as a Rush Order. This means that a rush order service fee has been applied to the quote. See the Rush Order Fees help article for details about setting up a rush order fee. |
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Indicates that there are notes associated with the quote. The notes can be either internal notes or notes sent to or from the customer. Hover the mouse pointer over the notes icon to show the list of notes. The user who created the note and the date and time of creation are shown for each note. |
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Indicates that the order worksheet has been downloaded or printed. Hover the mouse pointer over the printer icon to show the list of users who downloaded or printed the worksheet. The date and time are shown for each download or print instance. |
Sorting quotes
By default, quotes will be sorted by quote date, starting with the latest quote date to the earliest. You can change how the quotes list is sorted by clicking on any of the enabled field names (highlighted in blue) in the header row.
An initial click on a particular field name will cause the list to be sorted by that field, in descending order. Clicking on the same field name again will cause the list to be sorted by that field in ascending order.
The current sort field will be indicated by the field name cell being filled with a gray background. The current sort order will be indicated by a down arrow or an up arrow after the field name. A down arrow indicates descending order and an up arrow indicates ascending order.
Searching for quotes
You can search for particular quotes using any of the active fields in the table. Search for quotes by typing or selecting a value in one or more of the fields in the row directly below the header row and then clicking on the Search button at the end of the row.
You can quickly reset the search fields by using the Ctrl and ALT keys. Holding down the Crtl and ALT keys will turn the Search button into a Clear Search button. Click on the Clear Search button while holding down Ctrl + ALT to clear the filters and return the orders list to an unfiltered list.
Text Search Fields
Text fields are indicated by a blank box. To search using a text field, click inside the box and enter the string that you want to search for.
Drop Down List Search Fields
Dropdown list search fields have a gray button with a down arrow at the right of the field box. Click on the button and select an option from the drop-down list to search for quotes with the selected value.
Value Range Search Fields
Value range search fields require To and From values to be entered as part of the search criteria. Value range search fields have a small black triangle in the bottom-right of the search box.
To search using a value range search field:
- Click within the field box
A popup is displayed, containing To and From fields
- Enter values in the To and From fields
- Click okay
Date Search Fields
Date search fields also have a small black triangle in the bottom-right of the search box.
To search by date:
- Click within the date field box
A popup is displayed, containing a drop-down list with time period options
- Select a specific time period within which you want to search for quotes
OR
- Select "Between:" to specify a custom date range
- Click on the calendar icon
in the From field, select a date using the Date Picker tool, and then click OK when you have picked the desired date. Do the same for the To field.
- Select "Between:" to specify a custom date range
- Click okay.
View customer sales summary
You can hover the mouse pointer over the customer name to view a popup containing a summary of sales information for the customer.
Other things you can do on this page
From this page, you can also add a new quote, or open an existing quote to view or edit, and download PDF documents of selected quotes in bulk. Click on the link below to view the relevant help article.
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