​How to View All Signed Quotations Using Filters and Group By Options in the Sales Application?

To view all signed quotations using Filters and Group By options in Metro ERP's Sales App, follow these steps:

1) Go to the "Sales" module by clicking on its icon in the main dashboard or using the application menu.

2) Navigate to the Orders>Orders Menu.

3) Now, click on the Filters option and select Add Custom Filter. Choose Signature → is set, then click the Apply button.

4) Next, click on the Group By option and select Add Custom Group. Choose Invoice Status as the grouping field, then click the Apply button.


         

5) After applying the filter and group by options, you will see the list of quotations grouped by their Invoice Status.

6) Click on To Invoice and open each quotation individually and proceed with the required action, such as creating an invoice or validating the Delivery Order (DO).

7) You can also view quotations with other invoice statuses, such as Fully Invoiced or Nothing to Invoice, to identify their current processing stage.