Reviewing Active Offers by Stage
- Brian Crotty (Unlicensed)
- Dominik Lindenberger
- Andres Repcik
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 |
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Customer name |
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Company |
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Phone | * | * |
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*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 |
|---|---|---|---|---|---|
Thumbnail | All | Yes |
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Full Number (ID) | All | Yes | X |
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Created at | All | Yes |
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| X |
Expiration Date | Quote | Yes |
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| 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 |
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Status | All | Yes |
| X |
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Amount of Comments | All | No |
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Amount of Parts in the Basket | All | No |
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Delivery Window | Order | No |
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Payment Method | Order | No |
| X |
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Service (i.e. Fulfillment Partner) | All | Yes |
| X |
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Available Columns in the Service Panel
Name | Available In | Shown by default | Searchable | Filterable | Sortable |
|---|---|---|---|---|---|
Thumbnail | All | Yes |
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Full Identification Number (ID) | All | Yes | X |
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Shipping To | Quote, Order | No | X |
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Billing to | Quote, Order | Yes | X |
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Created By | All | Yes | X |
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Date Created | All | Yes |
| X |
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Expiration Date | Quote | Yes |
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| X |
Total Net | All | Yes | X |
| X |
Total Gross | All | No | X |
| X |
Technology | All | Yes |
| X |
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Materials | All | Yes |
| X |
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Reference Number | Order | No | X |
| X |
Status | All | Yes |
| X (multi-select) |
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Date of Status Change | Order | No |
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Amount of Comments | All | No |
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Amount of Parts [Units] | All | No |
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Delivery Range | All | No |
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Payment Method | Order | No |
| X | X |
Shipping Method | Order | No |
| X | X |