A user is unable to see quotations in all tabs. How can it be resolved?

Subject: Improved Quotation and Sales Order Pages with Year-Wise Manual Search
We have implemented significant changes to the Quotation and Sales Order Pages. These changes have been made to address page load issues and to provide you with more refined control over your data.

Key Improvement: Year-Wise Manual Search

Previously, the system displayed overall data for quotations, making it challenging to navigate and filter information effectively. To address this, we have introduced a Year-Wise Manual Search option, allowing you to find relevant data with ease.

How it Works:

Date Range Selection: You can now manually specify the period you are interested in by setting the start date (e.g., 01-04-2023) and end date (e.g., 31-03-2024) under Setting – Setting – Financial Year Set.

Search Criteria: The system will then filter the data to include only the quotations created within the specified date range. If a quotation was created before this period, it will still be accessible in the search results, ensuring comprehensive coverage.

Benefits:

• Precision: Target and retrieve data precisely within your specified time frame.
• Efficiency: Streamlined search process for quicker access to the information you need.
• User-Friendly: Intuitive and easy-to-use manual search feature for a seamless experience.

How to Use:

Navigate to the Quotation or Sales Order Pages.
Left Menu – CRM Sales – Ex. Quotation Pending Tab.
Locate the Year-Wise Manual Search option. – Click Header Right side magnifier glass sign.
Enter your desired start and end dates.
Click “Search” to view quotations created within the specified period.
We believe that these enhancements will significantly improve your interaction with our ERP system, providing you with more control and efficiency in managing your quotations.