Quotes in the administrator's view: everything in the company and the filters

Where to find it

In the menu, under Quotes. The screen is called Quotes and Orders: a quote and an order are the same document at different stages, and the list shows both.

What the administrator sees, and what changes for the seller

• Every document in the company, from every seller and every store. The typist, on the same screen, also sees the documents of every customer; the one who sees only their own portfolio and what is in their name is the sales rep.
• The documents with no seller: the queue nobody has taken. The typist also sees them; the sales rep sees only the ones in their rep agency's queue.
• The Select action, to mark several documents as a test at once.
• On the documents, changing the responsible seller and marking as a test. See Change the seller of a quote or a purchase and Mark a quote as a test.

⚠️ The list covers the stores that are active and have the web portal for buyers turned on. Documents from a deactivated store, or one without that portal, do not appear here.

The filters of the quote list

The filters sit behind the Filters button. Each filter turned on becomes a tag above the list, with an X to turn it off; Clear turns them all off.

• Status (the status): by default, All active: everything except Rejected and Cancelled. All, including closed also shows those two. There is also one status at a time: Draft, Waiting, Waiting for customer approval, Confirmed, Exported, Rejected, Cancelled and Expired.
• Source: Text, Audio, Image, PDF, Spreadsheet, Page, From scratch (built on screen), Generated from saved demand and Inactive-customer campaign. The format ones combine WhatsApp and the file imported on the site; the badge on each card says which door it came through.
• Store: All stores or a single one.
• ERP status: ERP: not sent yet (confirmed and not sent yet), ERP: not in the ERP (was sent and is not in the ERP: refused, removed from the queue, and also the ones Vendria is still sending or retrying), ERP: waiting for import (the order reached the ERP and has not been imported yet) and ERP: imported. The pre-sale does not count: an imported order whose pre-sale is still waiting appears under ERP: imported, as the card's badge says. When the store sends orders to the ERP, ERP: not in the ERP shows how many are in that slice.
• Seller: All sellers, one or more sellers, or No seller. Each name shows how many documents it has.
• Rep agency: appears when there is a rep agency with an order; it slices everything that belongs to that rep agency company, whichever of its people it is.
• Typist: appears when someone entered an order on behalf of someone else (for example, your team typing for a sales rep).
• Customer: All customers or one or more customers.
• Tests: No tests (default), With tests or Tests only. The number in parentheses next to it is how many test documents are in the slice.

Search for a quote

The box Search by customer, CNPJ, seller, typist, rep agency, item or destination searches all of that at once: the customer by name, legal name, CNPJ or code (including the branches'), the document number, the seller, who typed it, the rep agency, the code or description of an item and the destination of an allocation. Press Enter. The row found says Found by and the reason.

Find what nobody has taken

In the Seller filter, No seller comes first and shows how many documents have no owner. A document with no seller cannot have its quote sent to the customer: the quote itself warns Seller not assigned ("sending the quote is refused") and asks an administrator to assign one in the Seller block. Open it, choose the seller and it moves again.

Purchases with several orders

When a purchase became several orders (one per store, for example), the list shows a Purchase card with the orders inside, the overall status and how many orders there are. Clicking the card opens the purchase page; clicking an order opens only that order. See Quando um pedido vira vários: a compra multi-loja pelo lado da casa.

Closed documents and tests disappear from the default list

The working list hides three things, and all three still exist:

• Rejected and Cancelled: use All, including closed;
• test documents: use With tests or Tests only;
• empty drafts, with no item at all: these do not appear under any filter.

There is no deleting a quote. What takes a document out of the way is rejecting, cancelling or marking it as a test. See Cancelar um pedido ou rejeitar uma cotação.

Common questions

• The seller says they cannot see a quote that I see. If they are a sales rep, they see only their own portfolio and what is in their name: a customer from another portfolio, with the document in someone else's name, does not appear for them. A typist sees the same documents you do. Check which store their session is in, the situation filter and whether the quote was marked as a test.
• A quote disappeared from the list. It was rejected, cancelled or marked as a test, or its store was deactivated.
• The Seller filter does not appear. It only appears when there is more than one possible answer: two sellers, or one seller plus the queue with no seller.
• "No test documents in this list.": there is no test in the slice with the Tests only filter.