How to use the Quote date and Expiry date sort option for the quotes?

Navigation: Quotes --> Quote --> Sort

The two new options are available for the quotations sort.

1.    Select the "Quotations" module from the left panel and select the “Quotation Number” sort option, and the user can quickly sort the quotes based on the “Quote Date” and “Expiry Date.”

Mobile:

The expiry dates and quote dates are essential for the business to take swift action, and hence our new update will help them decide on the same. 

• Related Articles

• How to access the Quote listing page in V3 Zuper Web App?

  A quotation also known as estimate is a document that covers the parts or services you’ll need to complete a job and approximately how much they will cost. Quotations are sent to customers before the commencement of a job for acceptance. Navigation: ...

• How to use the Invoice date and Due date sort option for the invoices?

  Navigation: Invoices --> Invoice Number --> Sort The two new options are available for the sort of invoice. 1.    Select the "Invoices" module from the left panel and select the “Invoice Number” sort option, and the user can quickly sort the quotes ...

• How to explore the Quotes listing page in the V3 Zuper Mobile App?

  A quotation, also known as an estimate, covers the parts or services which is required to complete a job and approximately how much they will cost. Quotations are sent to customers before the commencement of a job for acceptance. Once the customer ...

• How to explore the Quotes details page in the V3 Zuper Mobile App and perform actions?

  Quotations are sent to customers before the commencement of a job for acceptance. Once the customer accepts, technicians will perform the services or replace the parts listed in the quote to complete a job. 1. Select the "Quotes" module from the ...

• How to Clone a Quote?

  In Zuper, you can clone an existing quote easily. This will be useful when you are creating a similar quote for different customers.   Cloning a Quote Click on the "Quotations" Icon in the Menu. In the Quotes Listing Page, select the specific quote ...