1. Navigate to “List Quotations” #

1. Log in to your restaurant management system.
2. In the sidebar, click Sales.
3. Under Sales, select List quotations.
4. The quotations list page will open showing:
   • A Filters section at the top for searching and filtering.
   • A data table displaying all quotations with key information.
   • Export and action buttons for managing quotations.

2. Use Filters to Find Quotations #

1. Click the Filters dropdown to expand the filter options.
2. Configure the following filters:
   • Business Location – Select “All” or specific restaurant location.
   • Customer – Choose “All” or select a specific customer.
   • Date Range – Set start and end dates (format: DD/MM/YYYY).
   • User – Filter by “All” users or select specific staff member who created quotations.
3. The table will automatically refresh to show filtered results.
4. Use the Search box (top-right) for quick text-based filtering.

3. Create New Quotation #

1. Click the purple + Add Quotation button (top-right corner).
2. This will redirect you to the “Add Quotation” form.
3. Fill in all required customer and product details.
4. Save the quotation to return to the list view.

4. Manage Table Display Options #

1. Show entries – Select how many quotations to display per page (10, 25, 50, 100).
2. Export Options – Use the action buttons:
   • Export to CSV – Download quotations data as CSV file.
   • Export to Excel – Download as Excel spreadsheet.
   • Print – Print the current quotations list.
   • Column visibility – Show/hide specific columns in the table.
   • Export to PDF – Generate PDF report of quotations.
3. All exports respect the currently applied filters.

5. Understanding Table Columns #

6. Sort and Navigate Table Data #

1. Column Sorting – Click on column headers to sort data:
   • First click: Sort ascending (A-Z, oldest to newest).
   • Second click: Sort descending (Z-A, newest to oldest).
   • Third click: Remove sorting.
2. Pagination – Use the bottom navigation:
   • Previous – Go to previous page of results.
   • Next – Go to next page of results.
   • Page numbers show current position in results.
3. Results Info – Bottom shows “Showing X to Y of Z entries” for context.

7. Quotation Actions Menu #

Each quotation row has an Action dropdown with options:

• View – Open detailed quotation view for review.
• Edit – Modify quotation details, products, or pricing.
• Convert to Sale – Convert quotation into actual sale/invoice.
• Duplicate – Create copy of quotation for similar orders.
• Print – Generate printable quotation document.
• Email – Send quotation directly to customer email.
• Delete – Remove quotation (with confirmation prompt).

8. Handle Empty Results #

When no quotations match your filters, you’ll see:

• “No data available in table” message in the table area.
• “Showing 0 to 0 of 0 entries” at the bottom.
• To resolve:
  • Clear or adjust your filter criteria.
  • Expand the date range.
  • Select “All” for location and customer filters.
  • Check if quotations exist for the selected time period.

9. Best Practices for Managing Quotations #

• Regular Review – Check quotations weekly to follow up on pending quotes.
• Filter by Date – Use date ranges to focus on recent or specific time periods.
• Customer Follow-up – Use customer filter to track all quotes for specific clients.
• Export Reports – Generate monthly quotation reports for sales analysis.
• Convert Promptly – Convert accepted quotations to sales quickly to maintain accuracy.
• Clean Up – Delete expired or rejected quotations to keep the list manageable.
• Use Search – Utilize the search box for quick reference number or customer name lookup.

10. Troubleshooting Common Issues #

11. Done! 🎉 #

You can now efficiently manage all your quotations using filters, sorting, exports, and actions. This centralized view helps you track quote status, follow up with customers, and convert quotes to sales seamlessly!