Quote Homepage
This is the main search page for quotes. A quote in the Adilas.biz system is basically a saved shopping cart. By default the page will return quotes that were made in the last 30 days. If the search results don't show you the correct quotes, check the search criteria and resubmit the form. All results will be shown below the main search form. If the search criteria is hidden, use the show/hide button to interact with the search form.

The results may have a number of different values or options per line. The restore to cart link will make the quote turn back into an active shopping cart. The printable link will take you to the quote details. The history link will show who, what, and when the quote was modified. Quotes may be saved as many times as needed.

1. Quote Number - If you know the quote number. Enter it here and then click the "get it" button. This will take you directly to the printable quote. You may also use the key words "new", "all", and "last" (w/o the quotes) to help with navigation.

2. Customer Name Filter - Enter a customer name in the field provided. The field is flexible and allows you to type and search for any number of characters. For instance, say you wanted to get the last name of "Smith". You could enter "s", "sm", "smith" (whatever is needed to filter the records correctly). The controls below the filter field are to help the application know where to search for the customer name filter provided. There must be something (characters) in the filter field for the customer type fields to work (business, last name, and first name).

3. Quote Type - Optional. Choose a quote type from the list provided.

4. Location - Optional. Choose a location from the list provided. This will be defaulted to your location once set. This may be changed at any time. Use the value "All" to get all locations within your corporation.

5. Salesperson - Optional. Choose a salesperson from the list provided. It is possible that it will default to select your name. You may change this value to "All" to get all salespersons quotes.

6. Stock # - Optional. Enter any part of a stock number to look for quotes on that unit. There is also a special link from the unit pages that will search by that unit number and show all quotes that exist on that unit.

7. Quote Amount - Optional. Enter the exact quote amount if known. This includes all line items and taxes. Ex: 56.77

8. From Date - Required. This is the starting date or staring range to look in. Use the m/d/yy format for all dates. If left blank will default to one month ago.

9. To Date - Required. This is the ending date or ending range to look in. The default is today's date.

10. Quote Status - Required. Choose a status from the list provided. By default it will show all open and closed quotes.

11. Keep Criteria Open - This checkbox helps you either keep the search criteria form open (showing) or allows it to be collapsed (closed) after the search is submitted. The default is unchecked which means that the form will be hidden or collapsed. If checked, the search form will remain open.

On the far left of each quote will be a small thumbnail image. If other than the default image, it means that the quote has an image gallery. If different than the default, you may click on the image to go the quote photo gallery. This feature and the ability to upload photos of the quote are tied to the photo management permission.