The Search Status section allows Supervisors and Account Executives to view and modify all sales proposals and commercial orders managed by the station. This section is useful to find a proposal specifically based on its status:
Filters
Period - Specify the scheduled period of proposals to be displayed.
Customer - If configured, only those proposals/orders featuring the given customer will be displayed.
Proposal code - If set, only those proposals/orders matching the given code will be displayed.
By accessing this section, sales operators (i.e. supervisors and account executive) will be able to easily find, view and modify not only sales proposals (i.e. approved, rejected, running and expired) but also commercial orders. Additionally, executing a right-click on a proposal displays the following executable actions:
•View Proposal (see the Context Proposals Actions chapter)
•Modify proposal (see the Context Proposals Actions chapter)