{"id":150,"date":"2020-08-21T18:50:06","date_gmt":"2020-08-21T18:50:06","guid":{"rendered":"http:\/\/supportsana.wpengine.com\/?post_type=docs&#038;p=150"},"modified":"2021-07-28T20:25:51","modified_gmt":"2021-07-28T20:25:51","password":"","slug":"quote-order-dashboard","status":"publish","type":"docs","link":"https:\/\/support.vibro-acoustics.com\/?docs=quote-order-dashboard","title":{"rendered":"07. Quote\/Order Dashboard"},"content":{"rendered":"\n\n\n<h4 class=\"wp-block-heading\">Introduction to Quote and Order dashboards<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">The Quote and Order dashboard views are repositories to search through and access your company\u2019s Quote and Order history. Quotes consist of any current or expired Quote within your company.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Note: When a Quote is converted to an Order, it is no longer displayed in the Quote dashboard. Orders are displayed in the Order dashboard.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img fetchpriority=\"high\" decoding=\"async\" width=\"1535\" height=\"964\" src=\"https:\/\/supportsana.wpengine.com\/wp-content\/uploads\/2020\/08\/quote-order-dashboards1.png\" alt=\"\" class=\"wp-image-110\" srcset=\"https:\/\/support.vibro-acoustics.com\/wp-content\/uploads\/2020\/08\/quote-order-dashboards1.png 1535w, https:\/\/support.vibro-acoustics.com\/wp-content\/uploads\/2020\/08\/quote-order-dashboards1-300x188.png 300w, https:\/\/support.vibro-acoustics.com\/wp-content\/uploads\/2020\/08\/quote-order-dashboards1-1024x643.png 1024w, https:\/\/support.vibro-acoustics.com\/wp-content\/uploads\/2020\/08\/quote-order-dashboards1-768x482.png 768w, https:\/\/support.vibro-acoustics.com\/wp-content\/uploads\/2020\/08\/quote-order-dashboards1-1200x754.png 1200w\" sizes=\"(max-width: 1535px) 100vw, 1535px\" \/><figcaption><em>The Quote Dashboard view is a repository for your company\u2019s Quote history.<\/em><\/figcaption><\/figure>\n\n\n\n<h4 class=\"wp-block-heading\">Filtering Quotes and Orders<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Filter options to quickly find historic Quotes and Orders throughout your company.<\/p>\n\n\n\n<h5 class=\"wp-block-heading\">Search Bar<\/h5>\n\n\n\n<p class=\"wp-block-paragraph\">A text filter allows searching for specific quote names, project names and reference numbers.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"550\" height=\"95\" src=\"https:\/\/supportsana.wpengine.com\/wp-content\/uploads\/2020\/08\/quote-order-dashboards2.png\" alt=\"\" class=\"wp-image-111\" srcset=\"https:\/\/support.vibro-acoustics.com\/wp-content\/uploads\/2020\/08\/quote-order-dashboards2.png 550w, https:\/\/support.vibro-acoustics.com\/wp-content\/uploads\/2020\/08\/quote-order-dashboards2-300x52.png 300w\" sizes=\"(max-width: 550px) 100vw, 550px\" \/><figcaption><em>Text filter in the Quote and Order dashboard.<\/em><\/figcaption><\/figure>\n\n\n\n<h5 class=\"wp-block-heading\">&#8220;Only My Projects&#8221;<\/h5>\n\n\n\n<p class=\"wp-block-paragraph\">The \u201cOnly My Projects\u201d toggle will narrow results down from your company\u2019s quote activity, to only your quote activity (this is based on the \u201cCustomer\u201d field in the table).<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"208\" height=\"55\" src=\"https:\/\/supportsana.wpengine.com\/wp-content\/uploads\/2020\/08\/quote-order-dashboards3.png\" alt=\"\" class=\"wp-image-112\"\/><figcaption><em>\u201cOnly My Projects\u201d toggle in the Quote and Order Dashboard.<\/em><\/figcaption><\/figure>\n\n\n\n<h5 class=\"wp-block-heading\">Date Range<\/h5>\n\n\n\n<p class=\"wp-block-paragraph\">The Date Range filter allows you to browse quotes or orders within a specified start and end date.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"469\" height=\"589\" src=\"https:\/\/supportsana.wpengine.com\/wp-content\/uploads\/2020\/08\/quote-order-dashboards4.png\" alt=\"\" class=\"wp-image-113\" srcset=\"https:\/\/support.vibro-acoustics.com\/wp-content\/uploads\/2020\/08\/quote-order-dashboards4.png 469w, https:\/\/support.vibro-acoustics.com\/wp-content\/uploads\/2020\/08\/quote-order-dashboards4-239x300.png 239w\" sizes=\"(max-width: 469px) 100vw, 469px\" \/><figcaption><em>Date Range filter in the Quote and Order dashboard.<\/em><\/figcaption><\/figure>\n\n\n\n<h4 class=\"wp-block-heading\">Additional quote\/order actions<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">A menu in the right most columns of the Quote and Order Dashboards provides several actions that can be conducted.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">From the Quote Dashboard:<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1437\" height=\"131\" src=\"https:\/\/supportsana.wpengine.com\/wp-content\/uploads\/2020\/08\/quote-order-dashboards5.png\" alt=\"\" class=\"wp-image-114\" srcset=\"https:\/\/support.vibro-acoustics.com\/wp-content\/uploads\/2020\/08\/quote-order-dashboards5.png 1437w, https:\/\/support.vibro-acoustics.com\/wp-content\/uploads\/2020\/08\/quote-order-dashboards5-300x27.png 300w, https:\/\/support.vibro-acoustics.com\/wp-content\/uploads\/2020\/08\/quote-order-dashboards5-1024x93.png 1024w, https:\/\/support.vibro-acoustics.com\/wp-content\/uploads\/2020\/08\/quote-order-dashboards5-768x70.png 768w, https:\/\/support.vibro-acoustics.com\/wp-content\/uploads\/2020\/08\/quote-order-dashboards5-1200x109.png 1200w\" sizes=\"(max-width: 1437px) 100vw, 1437px\" \/><\/figure>\n\n\n\n<ol class=\"wp-block-list\" type=\"1\"><li><strong>Duplicate. <\/strong>The Duplicate icon will create a New Quote, using the selected Quote as a jumping off point. The New Quote will have update product pricing (from the date of copy) and a new expiration date (90-days from the date of copy).<\/li><\/ol>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>View\/Edit. <\/strong>To View and\/or Edit a Quote, click the View icon in the right most column or click the record to open the Quote.<\/li><\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">From the Order Dashboard:<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"84\" src=\"http:\/\/supportsana.wpengine.com\/wp-content\/uploads\/2020\/08\/quote-order-dashboards6-1024x84.png\" alt=\"\" class=\"wp-image-115\" srcset=\"https:\/\/support.vibro-acoustics.com\/wp-content\/uploads\/2020\/08\/quote-order-dashboards6-1024x84.png 1024w, https:\/\/support.vibro-acoustics.com\/wp-content\/uploads\/2020\/08\/quote-order-dashboards6-300x25.png 300w, https:\/\/support.vibro-acoustics.com\/wp-content\/uploads\/2020\/08\/quote-order-dashboards6-768x63.png 768w, https:\/\/support.vibro-acoustics.com\/wp-content\/uploads\/2020\/08\/quote-order-dashboards6-1200x98.png 1200w, https:\/\/support.vibro-acoustics.com\/wp-content\/uploads\/2020\/08\/quote-order-dashboards6.png 1429w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ol class=\"wp-block-list\" type=\"1\"><li><strong>View. <\/strong>To View the Order Summary click the View icon or click the record to open the Quote or Order.<\/li><\/ol>\n\n\n\n<h4 class=\"wp-block-heading\">Expired Quotes<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Since the Quote Dashboard contains historic quotes, it is common to have \u201cexpired\u201d Quotes displayed in this view. These Quotes are shown with a red \u201calarm\u201d icon in the dashboard.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"332\" height=\"139\" src=\"https:\/\/supportsana.wpengine.com\/wp-content\/uploads\/2020\/08\/quote-order-dashboards7.png\" alt=\"\" class=\"wp-image-116\" srcset=\"https:\/\/support.vibro-acoustics.com\/wp-content\/uploads\/2020\/08\/quote-order-dashboards7.png 332w, https:\/\/support.vibro-acoustics.com\/wp-content\/uploads\/2020\/08\/quote-order-dashboards7-300x126.png 300w\" sizes=\"(max-width: 332px) 100vw, 332px\" \/><figcaption><em>Expired Quote shown in the Quote Dashboard.<\/em><\/figcaption><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Expired Quotes can be viewed and edited just like any other Quote. However, before you can checkout, you\u2019ll need to \u201cRefresh\u201d the Quote to update pricing, ensuring that pricing is cand there have not been price adjustments since the time of expiration.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The \u201cRefresh Quote\u201d button is in the same location as the \u201cCheckout\u201d button. When the Quote is refreshed, the button will change to allow you to Checkout.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"367\" height=\"97\" src=\"https:\/\/supportsana.wpengine.com\/wp-content\/uploads\/2020\/08\/quote-order-dashboards8.png\" alt=\"\" class=\"wp-image-117\" srcset=\"https:\/\/support.vibro-acoustics.com\/wp-content\/uploads\/2020\/08\/quote-order-dashboards8.png 367w, https:\/\/support.vibro-acoustics.com\/wp-content\/uploads\/2020\/08\/quote-order-dashboards8-300x79.png 300w\" sizes=\"(max-width: 367px) 100vw, 367px\" \/><figcaption><em>Refresh Quote button is shown for expired quotes, in the place of the Checkout button. Expired Quotes must be refreshed to validate pricing before you can Checkout.<\/em><\/figcaption><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">From any of the Dashboard views, you can move directly to building new quotes for projects using the \u201cCreate Quote\u201d button in the upper right-hand corner of the view.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"276\" height=\"122\" src=\"https:\/\/support.vibro-acoustics.com\/wp-content\/uploads\/2021\/02\/createquote.png\" alt=\"\" class=\"wp-image-184\"\/><figcaption><em>Create Quote button in the upper-right hand corner of all Dashboard views.<\/em><\/figcaption><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">If you have any questions or need application support, please reach out to us at <a href=\"mailto:support@vibro-acoustics.com\">support@vibro-acoustics.com<\/a>. <strong><br><\/strong><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Introduction to Quote and Order dashboards The Quote and Order dashboard views are repositories to search through and access your company\u2019s Quote and Order history. Quotes consist of any current or expired Quote within your company. Note: When a Quote is converted to an Order, it is no longer displayed in the Quote dashboard. Orders [&hellip;]<\/p>\n","protected":false},"author":4,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"footnotes":""},"doc_category":[2],"doc_tag":[],"class_list":["post-150","docs","type-docs","status-publish","hentry","doc_category-v-a-express"],"year_month":"2026-09","word_count":502,"total_views":0,"reactions":{"happy":0,"normal":0,"sad":0},"author_info":{"name":"Tiffany Chan","author_nicename":"tiffany","author_url":"https:\/\/support.vibro-acoustics.com\/?author=4"},"doc_category_info":[{"term_name":"V-A Express","term_url":"https:\/\/support.vibro-acoustics.com\/?doc_category=v-a-express"}],"doc_tag_info":[],"_links":{"self":[{"href":"https:\/\/support.vibro-acoustics.com\/index.php?rest_route=\/wp\/v2\/docs\/150","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/support.vibro-acoustics.com\/index.php?rest_route=\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/support.vibro-acoustics.com\/index.php?rest_route=\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/support.vibro-acoustics.com\/index.php?rest_route=\/wp\/v2\/users\/4"}],"replies":[{"embeddable":true,"href":"https:\/\/support.vibro-acoustics.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=150"}],"version-history":[{"count":0,"href":"https:\/\/support.vibro-acoustics.com\/index.php?rest_route=\/wp\/v2\/docs\/150\/revisions"}],"wp:attachment":[{"href":"https:\/\/support.vibro-acoustics.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=150"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/support.vibro-acoustics.com\/index.php?rest_route=%2Fwp%2Fv2%2Fdoc_category&post=150"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/support.vibro-acoustics.com\/index.php?rest_route=%2Fwp%2Fv2%2Fdoc_tag&post=150"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}