All quotations

Disclaimer

All screenshots in the article were taken in the Dutch version of Yuki.

In Yuki you can view a report of, among other things, all sent, revised, rejected, ready to be invoiced and invoiced quotations.

Access to All quotations

To access:

• click on the Sales icon in the navigation bar
• click on Quotations
• then, in the now-opened screen, under Reports select All.

All (quotations) report

On this screen all quotations with their different statuses are shown:

• Open
• Ready to invoice
• Rejected
• Previous version
• Invoiced.

AVAILABLE USER ACTIONS

From this report, a user can:

• view the document
• view the contact.
  
  

View document

To view a document:

• click on the subject of the document
  
  OR
  
  
• hover your mouse over the line of the relevant quotation
• click on the button with the three dots
• then select the View document menu option from the dropdown menu
  
  

Depending on the status, the quotation can be completed further in the now-opened screen,

View contact

To view the contact of a quotation:

• hover your mouse over the line of the relevant quotation
• click on the button with the three dots
• then select the View contact menu option from the dropdown menu
  
  

The contact card of the relevant contact is now opened.