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Offer list - Test

 

The Offer list tab opens either when clicking Orders/Offers | Offer list in the main menu, or from the New preliminary invoice/offer on the Offer list tab.

I have added one more test content.

Here, you can search and look through all issued preliminary invoices or offers.

The list shows the last issued offers.

In the header, you can search documents by all data in the columns. Apart from searching, documents can also be filtered by all document types and by period: the last 10 days, last month, last quarter and a custom period, for which you enter the dates from and to.

Columns

Each column enables sorting the documents and filtering by condition.

 Select

If you select this checkbox, the Print button in the upper right corner will become active. This way, you can select and print out several documents at the same time.

 Preview

In preview, you can see the document in the PDF format. The drop-down menu allows you to select which format to open.

Number

The consecutive number of the issued document.

Customer

Customer/client or the person who requested the preliminary invoice/offer.

Total

The total value of all document lines (in the local currency) without any discounts.

For payment

Total amount to pay (in the local currency).

Order date

Date of the goods/services order.

Order validity

Validity of the preliminary invoice/offer.

Status

Current document status.

 

Footer in the Offer list

Offers

Number of currently displayed preliminary invoices.

Total

The total value of all displayed preliminary invoices without any discounts and excluding tax.

Total with tax

The total value of all displayed preliminary invoices with discount and including the VAT.

 

 

 

 

  

     


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