Viewing and Searching the Purchase Quotations List
The system allows you to view all purchase quotations in a unified list with the ability to search, filter, and sort for quick access to any quotation.
Before You Begin
- Make sure you have the permission to view purchase quotations under the Purchases permissions in your role.
خطوات عرض القائمة
Steps to View the List
- From the main menu click “Purchases“.
- Click “Purchase Quotations“.
- A list of all purchase quotations appears sorted from newest to oldest.
List Elements
Each row in the list displays the following information:
- Code: The automatic serial number of the quotation.
- Supplier: The name of the supplier associated with the quotation.
- Date: The quotation creation date.
- Net Total: The quotation value in the account currency.
- Status: The current quotation status — Pending, Approved, Rejected, Ordered.
- Tags: Tags added to the quotation.
- Document: Documents attached to the quotation.
Search and Filter
The basic filters appear directly at the top of the list:
- Code: Search by a specific quotation code.
- Date From / To: Set a quotation date range.
- The Currency: Filter by quotation currency.
- Status: Filter by quotation status — Pending, Approved, Rejected, Ordered.
- Tags: Filter by tags added to the quotations.
- Supplier: Search by supplier name, number, or email.
To view additional filters click Advanced Search:
- Type: Filter by quotation type.
- Follow-up Status: Filter by quotation follow-up status.
After selecting the filters click “”Search” to apply them, or click “Reset” to clear all filters and return to the full view.
Sorting Results
Click the “Sort By” button at the top right of the table to sort by:
- Code: Ascending order.
- Date of Creation: Ascending order.
- Date: Ascending order.
Available Actions on Each Quotation
Click the ··· icon next to any quotation to access the following actions:
- View: Open the purchase quotation details page.
- Edit: Edit the quotation details.
- Clone: Create a new copy of the quotation with the same data.
- Delete: Permanently delete the quotation.
Bulk Actions
You can select more than one quotation at once using the checkboxes then execute the following bulk actions from the actions menu:
- Print PDF: Download a PDF for all selected quotations.
- Export: Export the selected quotations to an Excel file.
- Delete: Delete the selected quotations in bulk.
To select all click the checkbox in the table header and choose:
- All (Current Page): Select only the records on the visible page.
- All Filtered (All Pages): Select all records matching the selected filters.
Notes
- Clicking on the quotation code or anywhere in the row takes you to the quotation details page.
- A new purchase quotation can be created directly from this page by clicking the Add Purchase Quotation button at the top right of the screen.
- The total number of results appears at the top of the list. You can navigate between pages using the navigation buttons or by entering the page number directly.