Access the Burger Menu: Start by opening the Navigation Menu, often represented by the Burger icon.
Click on the Sales Module: Navigate to the Sales module by clicking on the corresponding option.
Navigate to Estimates: Within the Sales module, choose "Estimates" from the available options.
Arrive at the Estimate Listing Page: Clicking on Estimates will lead you to the Estimate Listing page.
Utilize the Option to Export Estimates: Choose the option to export estimates, selecting file formats like CSV.
To Create a New Estimate: Click on the "Create New Estimate" button from the listing page.
Change the Order of Display: All estimates are displayed in descending order by default, but you can change it to ascending.
Use Quick Filters for Sorting: Utilize quick filters to sort estimates based on statuses like approved, converted to invoice, pending mail, sent mail, sent, expired, pending for approval.
Information on the Listing Page Includes: Customer name, date, expiry date, status (draft, approved, pending for approval, converted to invoice, mail sent or not), amount, email status, and action items.
Action Items for Uploaded Estimates Include Options to:
・View
・Download PDF
・Delete draft estimate
For Drafted Estimates, Action Items Include:
・View
・Edit
・Send
・Download
・Delete
Scroll to the End of the Page to Find the "View Deleted Estimates" Button:
・Access deleted estimates by clicking on the "View Deleted Estimates" button.
Pagination Options Available:
・Pagination is available in the bottom right corner for navigating between pages and adjusting the number of rows displayed.