Efficiently managing estimates is pivotal in the fast-paced environment of SIX ERP, playing a critical role in optimizing sales workflows and boosting productivity. This guide dives into the nuances of Estimate Filtering and Searching within SIX ERP, illustrating the distinctions between these features and how to effectively employ them for superior estimate management.
Filtering and Searching serve distinct purposes, each designed to enhance navigation through numerous estimates swiftly and effectively.
Filtering: This process involves condensing the list of estimates by applying specific predefined criteria, enabling the isolation of subsets of estimates that align with particular conditions. This facilitates more manageable and focused review processes.
Searching: Searching entails looking for estimates based on keywords or specific pieces of information. It's instrumental in locating estimates containing specific texts or details, regardless of their status or category.
In the intricate ecosystem of SIX ERP, estimate filtering and searching act as navigational beacons, guiding you to the precise information needed at the right moment. Utilize these tools to slice through clutter and zero in on the essentials.
To tap into the Estimate Filtering options, proceed to the Estimate List within SIX ERP. The Filter Icon, situated at the top right of the interface, is your gateway to a comprehensive suite of filtering criteria. Engaging this icon unveils various parameters that refine your search, streamlining the management of your estimates.
By Status: Filter estimates based on their lifecycle stage, such as Draft, Sent, Expired, Declined, and Accepted. This capability provides quick access to estimates in various phases of the sales funnel.
By Year: Implement a temporal filter to sort estimates by their creation year, useful for historical analyses or managing estimates across fiscal timelines.
By Sales Agent: Refine estimates by the responsible sales agent, aiding sales managers in performance monitoring or enabling agents to track their workload.
By Invoice Status: Distinguish between estimates that have been invoiced and those that haven't, streamlining the financial tracking and follow-up processes.
Maximize the efficacy of Estimate Filtering by:
Select the Filter Icon: Activate your desired filters from the dropdown menu, tailoring your view to specific needs.
Combine multiple filters for more precise results. For example, you might filter by year and sale agent to see all proposals from a specific agent within a particular year.
Once filters are applied, the Estimate List will update to only display estimates that meet your specified criteria.
Estimate Filtering and Searching in SIX ERP are invaluable assets for effectively organizing and navigating through estimates. By mastering these tools, you can refine your management strategy, guaranteeing timely follow-ups and enhancing the sales cycle. Filtering facilitates broad categorization based on set criteria, whereas searching excels in identifying estimates with specific details, granting the adaptability needed to tailor your approach to estimate management.