How to Filter Converted and Unconverted Quotations (New Vers.)

How to Filter Converted and Unconverted Quotations (New Vers.)

Filtering quotations allows you to quickly view which quotations are on hold or converted into sales invoices and helps you check the pricing faster.

1. Click on Quotations

2. Click on the settings menu

3. Click on Converted

(Converted Quotation is the quotation that was successfully converted into Sales Invoice)

4. Click on Apply

5. Click on Unconverted

(Unconverted Quotation is the quotation that have yet converted into Sales Invoices)

6. Click on Apply