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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.