Reviewing Active Offers by Stage

1 Overview
2 Downloading 3D files
3 Sequential processing in multiple tabs
4 Customer Contact Information
5 Exporting Quote and Order Information
6 Available Columns in the User Panel
7 Available Columns in the Service Panel

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
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 the Quotes or Orders, first navigate to the desired page within the Service Panel and apply the necessary filters to narrow down the data according to your specific requirements. Once satisfied with the filtered data, click the Export as CSV button. This action will generate and automatically download a CSV file containing only the rows that match your filtered criteria.

You can combine filters and search to narrow down the list to the desired result.

One row per line item

The resulting CSV file will contain one row for every line item within an order, i.e. an order with three line items will result in three rows in the CSV file.

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