On the Offers screen you can get information about your Offers and filter the results based on different criteria. The screen is divided into three main sections: Header (1), Filter (2) and Result (3).
Within the Header (1) you can find a drop down menu that allows you to create a new Client Inquiry or a New Offer.
There’s also a blue magnifier button that’s used to show and hide the Filter section –
When the Filter (2) section is shown, on the left side you will find three buttons – Offers, Offers Lines or Items. They change the way you see the results below in the Result (3) section.
- If Offers is selected, your result section shows a row for each offer
- If Offer Lines is selected, your result section shows a row for each particular item within an Offer. If multiple different items were purchased within the same purchase order, you will see three different rows in the result section for that same Offer.
- If Items is selected, your result section shows a row for each item that has been purchased.
The rest of the buttons within the Filter section allow you to filter based on something specific like a Date range, Office, Trader, Client Type, Client, Type of Invoice, Payment Method, Status. Most of them are drop down menus where you can select your filters. The different options are described in the table below:
Option | Meaning |
Date range (From, To) | Allows you to filter your results based on the time the offer was made |
Office | Allows you to choose from which office the offer was made. If a person is not given permission to work with a particular office, they won’t be able to see that office in the menu |
Trader | Allows you to choose from the traders that are already registered in your database |
Client Type | Allows you to choose the type of client |
Client | Allows you to choose from different clients |
Type of Invoice | Allows you to choose the type of financial document – Invoice, Receipt, Cash Bills |
Payment Method | Allows you to choose the payment method – Bank, Cash, Cash on Delivery, POS |
Status | Allows you to check the status of the offers you want to see – if they are Confirmed, Active or Cancelled. The rows in the Result section are colored differently based on the Status. Confirmed orders show green (nothing more to be done for this order), pending orders are black (something is yet to happen with that order) and cancelled orders are grey. |
After choosing the filters you want, you can use the grey magnifier button – , to apply your filters and get your results. Based on your Filter (2) section, the Result (3) section will be visualized differently.
When the Result filter is set to Offers, the Result (3) section will show you the offers based on your filter criteria, one offer on each row. By default, the system will only show you the most used columns:
Column | Meaning |
Type | The type of the document |
Number | Number of the offer |
Date | Document date |
Client | The client for whom the offer was made |
Result | Shows the result – Successful or Unsuccessful |
Currency | Shows the selected currency for each offer |
Amount | Shows the total amount for each offer |
plus a few extra buttons:
Button | Mouse over text | Meaning |
Lines | Shows you the lines within the offer (item ID, name, quantity) | |
Record Account | Shows you more information for the previous column, in this case the account file with aggregated information for this client | |
Filter by account | Filters by account and will only show you the offers from this particular account | |
More info | Opens more info – the offer record |
If you want to see more information about your offers, there are check boxes that allow you to add more columns to the list of results:
Column | Meaning |
Company | The company which is registered in the system, there could be a few companies when there is a holding in place |
Office | The office from where the offer was made |
POS | Shows from which POS the offer was paid |
Trader | Shows the trader who made the offer |
Finance | Shows the Tax Template, Type of Invoice and Payment Method for each offer |
Description | Shows the description of each offer (if any) |
Comment | Shows additional comments (if any) |
Quantities | Shows the quantities of each item |
Price | Shows the price and VAT for each offer |
Total in selected currency | Shows the total amount in the respective currency |
Contract | Shows information about the contract for each offer (if any) |
The columns you select are remembered by the system so next time you come to this screen and apply a filter to search for some offers, your favorite columns will be shown.
When the Result filter is set to Offer Lines, the Result (3) section will show you a row for each particular item within the order. By default, the system will only show you these most used columns:
Column | Meaning |
Type | Shows the type – Offer |
Document number | Number of the order or reversal |
Date | Document date |
Client | The client for whom the order was made |
ID | The ID of the item |
Name | Name of the item |
Brand | Brand of the item |
Result | Shows if the offer was successful or unsuccessful |
Currency | Shows the currency for each offer |
UM | Shows the unit of measurement selected for each item |
Quantity | Quantity of the item |
Amount | Amount for that item |
Plus the additional buttons for more information about the previous column (), for filtering based on the account () and more info for the order (), which opens the offer record.
If needed, additional columns could be shown, the list of additional columns is as follows:
Company | The company which is registered in the system, there could be a few companies when there is a holding in place |
Office | The office from where the offer was made |
POS | Shows from which POS the offer was paid |
Trader | Shows the trader who made the offer |
Description | Shows the description of each offer (if any) |
Linked Transactions | Shows the linked transactions for each offer (if any) |
Group | Shows information about the groups |
Quantities | Shows the quantities of each item |
Price | Shows the price and VAT for each offer |
Total in selected currency | Shows the total amount in the respective currency |
When the Result filter is set to Items, the Result (3) section will show you a row for each item with aggregated information about its sales. The system will show you these columns:
Column | Meaning |
ID | ID of the item |
Name | Name of the item |
Brand | Brand of the item |
UM | The measurement unit of the item |
Quantity | The quantity of the item |
Amount, BGN | The amount in BGN or the default system currency |
Available | How many items are available for purchasing and storing |
With this view there are no additional columns that can be shown/hidden with check boxes.