The Quotes form you see is a search form that provides you with convenient options. You have two methods by which to bring up existing customer information.
The Orders form is a search form that provides you with convenient options. You have three methods by which to bring up existing Order information for specific Customers.
Type in the first few letters or numbers in any of the column of the filter row fields and hit Enter tab from the keyboard. VisionCore will bring up the Quote form with the closest match to the inputs you have provided. The Quote form will now appear, conveniently providing all of the customer information from past Quotes. If you would like Help from this form, press the F1 key for further assistance. Common help topics include: Adding Quotes, Orders Overview, Create New Quote.
Locate the fields that have a combo box (an upside down arrow head in a box):
For example, you select the Customer ID field. Click on the arrow, locate and click your customer in the mini-form that pops up. Once a Customer is selected from the mini form, VisionCore will bring up the Quotes form with the closest match to the inputs you have selected. You can repeat the process until the order you are looking for is filtered out. Click Open Selected and the Quotes form will now appear, conveniently providing all of the customer information from past Quotes. If you would like Help from this form, press the F1 key for further assistance. Common help topics include: Adding Quotes, Quotes, Quotes Overview.
Locate existing Quotes through Find form > Advance Search tab. This enables you to tighten your finding parameters to a specific Quote. VisionCore will bring up the Quote form with the closest match to the inputs you have provided. The Quote form will now appear, conveniently providing all of the customer information from past Quotes. If you would like Help from this form, press the F1 key for further assistance. Common help topics include: Adding Quotes, Quotes, Quotes Overview.
You can select a certain Condition to apply when searching for Quotes. The default will always be "Like", which should be used for all normal searching. The different conditions allow you to customize what you are searching for in a more specific manor. See Search Conditions for further descriptions and examples of all the different search conditions available.