Reviewing Active Offers by Stage

Overview

For each stage, there is a separate table view of all sales transaction objects that are in that stage along with their status. Many of the columns in those tables can be used to sort and prioritize your work so that your team can effectively process all incoming customer requests, quotes, and orders. The individual columns of each table are listed below together with information on their availability and if they are displayed by default. Further, it is specified if these columns can be used for searching, filtering, and sorting the table.

Downloading 3D files

On top of the option to download the requested 3D files (original and optimized) from every sales transaction detail page, it is also possible to bulk-download parts from multiple requests, quotes or orders by multi-selecting them in the list.

Sequential processing in multiple tabs

The IDs of requests/quotes/orders and projects are right-click enabled. Such documents can quickly be opened for sequential processing in new browser tabs by using either of

  • Right-clicking and open-in-new-tab

  • CTRL-click

 

Customer Contact Information

On each Request/Quote/Order detail page, customer information is shown. This allows for easy identification of the customer as well as the possibility to contact the customer if needed.

 

Information

Request

(unfinalized) Quote

(finalized) Quote

Order

Information

Request

(unfinalized) Quote

(finalized) Quote

Order

Customer name

Company

Email

Phone

*

*

*Phone numbers are stored together with an address. Requests and unfinalized quotes do not have an address, therefore we do not display any phone number.

We call a quote finalized when the customer has already added shipping and billing address. In turn, when shipping and billing address is missing, the quote is unfinalized.

Exporting Quote and Order Information

To export data from Quotes or Orders, navigate to the relevant page within the Service Panel. Apply filters to refine the data according to your specific needs. Once you've finalized the filtered data, click the "Export as CSV" button. This will generate and automatically download a CSV file containing only the rows that match your selected filters.

You can combine multiple filters and use the search function to further narrow down your results.

One Row Per Line Item

The CSV file will include one row for each line item within an order. For example, an order with three line items will generate three rows in the CSV file.

CSV Export Timeout

If you encounter a 504 Gateway Timeout error, try reducing the number of orders or quotes by applying more specific filters. For exporting large quantities of data over an extended time period, consider breaking it down into smaller time intervals for each export.

Available Columns in the User Panel

Column Heading

Available in

Shown by default

Searchable

Filterable

Sortable

Column Heading

Available in

Shown by default

Searchable

Filterable

Sortable

Thumbnail

All

Yes

 

 

 

Full Number (ID)

All

Yes

X

 

 

Created at

All

Yes

 

 

X

Expiration Date

Quote

Yes

 

 

X

Total Net / Total Gross

Quote, Order

Yes, based on selection

X

 

X

Subtotal Net / Subtotal Gross

All

Yes, based on selection

X

 

X

Reference Text

Order

No

X

 

 

Status

All

Yes

 

X

 

Amount of Comments

All

No

 

 

 

Amount of Parts in the Basket

All

No

 

 

 

Delivery Window

Order

No

 

 

 

Payment Method

Order

No

 

X

 

Service (i.e. Fulfillment Partner)

All

Yes

 

X

 

 

Available Columns in the Service Panel

Name

Available In

Shown by default

Searchable

Filterable

Sortable

Name

Available In

Shown by default

Searchable

Filterable

Sortable

Thumbnail

All

Yes

 

 

 

Full Identification Number (ID)

All

Yes

X

 

 

Shipping To

Quote, Order

No

X

 

 

Billing to

Quote, Order

Yes

X

 

 

Created By

All

Yes

X

 

 

Date Created

All

Yes

 

X

 

Expiration Date

Quote

Yes

 

 

X

Total Net

All

Yes

X

 

X

Total Gross

All

No

X

 

X

Technology

All

Yes

 

X

 

Materials

All

Yes

 

X

 

Reference Number

Order

No

X

 

X

Status

All

Yes

 

X (multi-select)

 

Date of Status Change

Order

No

 

 

 

Amount of Comments

All

No

 

 

 

Amount of Parts [Units]

All

No

 

 

 

Delivery Range

All

No

 

 

 

Payment Method

Order

No

 

X

X

Shipping Method

Order

No

 

X

X