How do I search for an offer for a customer ?

Offers submitted or to be submitted to customers are stored in the Offers file, accessible via the Sales menu.

You can use the various search functions in this file to isolate the desired offers:

• In the button bar, use the search field on the right and enter any number or date of the offer, the code or name of the customer or contact person involved, the code of an item in the offer, etc.
• Call the Action>Find command or the Find button and combine the different search criteria as needed: offer number or date, code or name of the customer concerned, code of an item included in the offer, total amount of the offer, customer decision, etc.
  For numerical fields or fields containing a date, you can use the following syntax:
  >[date or number]. Example: >1234 will find offers with a number greater than 1234
  <[date or number]. Example: <1234 will find offers with a number less than 1234
  [date or number]...[date or number]. Example: 1000...2000 will find offers with a number between 1000 and 2000
• Call the Action>Search command and search through one of the many suggested fields.