Customers & Sales

Quote List

The Quote List displays all sales quotations.

Default Columns

Column	Description
Number	Quote number.
Date	Quote date.
Customer Name	Customer name.
Amount	Total quote amount.

Available Columns

Additional columns configurable via list settings, in alphabetical order.

Column	Description
Comments	Quote comments.
Customer Address	Customer address.
Customer Number	Customer account number.
Employee Name	Employee name.
Employee Number	Employee number.
Expiry Date	Quote expiry date.
Reference	Reference string.
Ship Address	Ship-to address.
Ship Via	Shipping method.
Station Name	Station name.
Station Number	Station number.
Store Name	Store name.
Store Number	Store number.

Filters

Filter

Quick-search the displayed list. Type text to instantly filter rows by matching against the selected column. Use the in dropdown to choose which column to search, and the by dropdown to switch between Starts With, Contains, or Exact Match.

Tip: If you do not see the column you want to search or view, go to File → Configure to customize which columns are displayed in the list. You can add, remove, and reorder columns to suit your workflow.

Sort Column & Method

Choose the column used to sort the list. The dropdown displays all columns you have chosen to view, including any custom column changes you have made. Use the second dropdown to switch between Ascending and Descending order.

Auto Size Columns

When checked, columns automatically resize to fit their contents each time the list refreshes. This ensures all data is visible without manual adjustment.

When unchecked, column widths are saved between sessions. You can drag column borders to set your preferred widths and they will be remembered the next time you open this screen. This is useful when you want a consistent layout regardless of the data displayed.

Show

Filter records by status. Options include:
• Active Only — Show only active records (default).
• Inactive Only — Show only deactivated records.
• Active & Inactive — Show all records regardless of status.

Group

Filter by group membership. Select a group to show only records that belong to that group. Leave blank to show all records.

Customer

Filter by a specific customer. Type part of a customer name or number to search, or use the lookup button. Leave blank to show all customers.

Customer Group

Filter by customer group membership. Select a group to show only transactions for customers belonging to that group.

Customer Unit

Filter by customer unit (branch or sub-account). Only transactions for the selected customer unit will be shown.

Store

Filter by store. Defaults to the current store. Clear the field to show records from all stores.

Item Num/Desc

A powerful multi-word search across both item numbers and descriptions simultaneously. Type one or more words separated by spaces and the search will find items where ALL words appear anywhere in the combined number and description fields. For example, typing "red shirt" will find items where both "red" and "shirt" appear in the item number or description. This makes it easy to quickly narrow down large item lists without needing the exact item number.

Date Range

Restrict the list to a specific date period. The dropdown offers these presets:

• All — No date filter (shows everything)
• Today / Yesterday
• This Week / This Week-to-date
• This Month / This Month-to-date
• This Year / This Year-to-date
• Last Week / Last Week-to-date
• Last Month / Last Month-to-date
• Last Year / Last Year-to-date
• Next Week / Next Month / Next Year
• Last 30 Days
• Custom — Enter specific From and To dates below

Date field shortcuts: Type a letter in any date field for quick entry: d = today, y = yesterday, t = tomorrow, w = first day of week, k = end of last week, m = first of month, eom = end of month, l = first of last month, h = end of last month, a = beginning of year, z = end of year, + / – = next / previous day.

From

The start date when using a custom date range filter.

to

The end date when using a custom date range filter.

Group Customer

Filter by customer group.

Item

Filter by item. Select an item to show only transactions containing that item.

Unit

Filter by customer unit. Select a unit to show only transactions for that unit.

Related Screens

Quote

Sales Orders