Quote Preview Pane

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The preview pane is a quick way to see transaction insights for a customer.

 

Quality

Note: The security level for the preview pane defaults to 5.

 

See here for setting security on which users can see preview panes.

 

When in a quote, the preview pane will display on the right hand side of the screen.

 

Select the Preview Pane icon on the bottom right of the status bar to show/hide the Preview pane:

 

showpreview

 

If the Preview Pane does not appear, click on the 3 vertical dots at far right and drag to the left, or double click for it to appear:

 

quoteprev

 

jobinsights

 

There may be two tabs on the bottom of this preview pane. The above image is the Cardfile Transactions tab, and there will also be an Email tab if there are any emails attached to the job. The email will show in this preview pane.

 

This area displays the following for the customer:

 

Area

Explanation

Display

This area will show all groups the customer belongs to.

Last 10 Jobs

This area displays the last 10 jobs and their total ex GST

Most Purchased

Lists the stock most purchased, along with quantities.

Open Quotes

Displays all open quotes for this customer, along with status, date in, Item description and total amount.

 

Further Information

Quotes Security

Quotes at a Glance

Quote Comment grid

Quote Footer

Quote Header

Quote list

Quote list Header

Quote Options

Quote Preview Pane

Quote Reports

Quote Status

Quote Stock Availability

Quote Stock Grid

 

How to

Add a Document to a Quote

Add a Quote

Add Stock to a Quote

Create a Job from a Quote

Create a Quote from a Previous or Similar Quote

Create a Template for Recurring Quotes

Create a quote list

Personalise Quotes

Print a Quote

Use comments to Track the Progress of a Quote

View or Edit a Quote