Offers/orders overview
How do I create a personalised filter for the quotation/order overview?
- Go to the “Order processing” > Quotation/order overview menu.
- In the “General” area you can for example enter the selection for orders only, for quotations only, or other desired filter criteria.
- Save the selection by clicking on the “Save as...” button. This filter will be automatically applied as the default filter.
- You can replace these default filters with the manual filter or remove them by clicking on the “Delete” button.