Search for Quotes and Orders

 


 

How To:

  1. Select the Search option in the upper right corner of the dashboard.
  2. Choose from the drop down list whether you are searching for a quote, order, or an estimate.
    quote_order_estimate.png
  3. If you're searching for a quote the next drop down list will present you with the options: Open, Exported, or All.
    open_exported_all.png
  4. If you're searching for an order the next drop down list will present you with the options: Open, Job Costed, or All.
    open_job_costed_all.png
  5. If you're searching for an estimate you will only be presented with a "search for" field.
  6. For both quotes and orders you can elect to search within the last 30 days, 90 days, last year, or any date.
    search_date_span.png
  7. For both quotes and orders you will also be presented with the option to search Everyone's entries or Only Mine.
    everyone_only_mine.png
  8. Results are found using RFMS Smart Search so you can type any header information into the search field, such as the "sold to" or "ship to" info, PO number, or job information.
  9. If what you are looking for does not appear in the first set of 10 results, tap the Find More button at the bottom of the screen.
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