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Filter quotations by customer and status

Quotations · Company administrator · Available

Choose the customer first and narrow the quotation list by status.

Illustrative demo image of Filter quotations by customer and status
Illustrative demo based on current source fields. No customer data or staging screenshot.

How to use this function

  1. Sign in with a role allowed to access quotations.
  2. Open Quotations and choose Filter quotations by customer and status.
  3. Review the customer and company site context where this function uses them.
  4. Complete or review these controls: Customer, Status.
  5. Choose the customer first and narrow the quotation list by status.
  6. Save or confirm the action, then reopen the record to check its updated state and history.

Fields and controls shown in the demo

  • Customer
  • Status

Guide updated 2026-09-27. Release changes must update this page and its image together.

Filter quotations by customer and status | SSF Ops Wiki