Projects > Quotations

Any columns displaying a * in the column heading have right-click options.

Ensure you have expanded the screen so you can see all options. See Customise the screen.

The Quotes tab lists all quotations for all customers. (Note this does not include sales orders. After a quote has been accepted it will appear in the sales orders tab).

By default they are listed in quote reference order with the newest at the top. To change the order see Sort Direction, below.

Right-click Quote Ref

This right-click menu is the same across all quote/orders and is a shortcut to many options.

Right-click Name

This right-click menu is the same as right-clicking on a customer's name in the customer screen.

Searching and Filtering

See the Projects overview for how to search and filter data.

Export to Excel (or CSV)

Click to export the current projects screen view to an Excel spreadsheet. The spreadsheet opens automatically so you can edit and save as required. If you have filtered the list the export will be the filtered list too. Note you cannot re-import the spreadsheet data back into EQ.

By default exporting to Excel requires MS Excel 2013 and older to be installed on the same PC as EQ and requires a compatible version of Excel. In EQ version 14 you can select to export as CSV which will save your file and open in any compatible spreadsheet program. See Tools > Customise > Project Tabs > tick 'Use CSV format for all Excel exports'

Print List

Print the current list view. If you have filtered the list the print out will be the filtered list too.

Select Columns

Show a list of column headings you can add into the current tab. Place a X check mark by title to display the column.

You can re-arrange the columns by clicking on the column heading and dragging it with the cursor to a new position and then releasing the mouse button. You can change the column width by clicking and dragging the dividing line of a column.

Batch Printing with a Filter

If you apply a filter to the projects screen you can work with the filtered list (i.e.the matching records) and do some batch commands on them. The commands you see vary depending on which tab you are on. For example (on sales orders) you can locate all orders requiring an acknowledgement and filter them all by date and print all acknowledgment

1.Select some criteria and apply a filter

2.Go to the Projects menu on the top menubar

3.Pick Sales Orders... and select a print command. Or you could flag a batch of orders or export it to Excel