Quote List

1. Quote list

In order to see the list of quotes, admin clicks on the “Quotes” button on the top navigation:

Quote status

• All: All quotes will be listed down when admin clicks on this tab.
• Unread: This tab shows up unread quotes.
• Order: This tab shows up quotes that have been created orders.
• Purchased: This tab shows up quotes that have been purchased.

Quote Sort

Click this dropdown to choose condition to sort the quotes:  Oldest quotes / Newest quotes.

2. Export quotes to a CSV file

• We provide an option to export the list of quotes to a CSV file. In the “Quotes” page, click on the “Export” button:

• Then you can choose one of 3 options in the popup:

Export quotes in

1) Current page

2) All quotes

3) By condition

 3.1.Quotes selected: export quotes you have ticked on the corresponding checkbox

 3.2. Optional quotes: export quote form quote ID.. to Quote ID …

 3.3. Range time: export quote from [date] to [date]

• After that, just save the CSV file to your computer.

If you do encounter any difficulty while creating a new option set, don’t show any hesitation to contact us promptly via the email address apps@globosoftware.net