This guide covers the management of open offers and the offer list, including instructions for basic and advanced search of offers, column customization, and sending.
The open offers list can be accessed from Sales > Offers > Open Offers. The view displays sales offers that have not been archived.
The offer list (Sales > Offers > Offer List) also shows offers that have been archived. At the top of the views, there are four tabs that allow navigation between Open Offers, Open Sales Orders, Offer List, and Sales Order List. 
Basic search
In the search field, you can search for sales offers based on the offer number, reference number, customer, or business ID.
The basic search can be refined from the dropdown menu on the right side of the search field. One or more search terms are selected from the dropdown menu, after which offers matching the search are listed. The search criteria are included in the search when the search window is open. If the window is closed, the basic search works without separate search factors.
With this functionality, the search can be limited by one or more search criteria. Search criteria can be added and removed with the "+" and "-" buttons. The search can be saved for later use from "Save changes". After this, the saved search can be found in the Open Offers view on the right side of the search fields.
Show columns
With this function, you can define what information you want to display in the listing. First, select the information and then save the selections with the "Update view" option. The selections are saved and remain the same when you return to the view.
Group
With this, you can define the basis for grouping the listing or remove the grouping entirely. By default, this is Status.
Update view
Changes made to columns and grouping are saved when "Update view" is selected.
Restore defaults
This function restores the default settings and selections.
Save as Excel file
With this function, the listing can be exported to Excel.
Row-specific action buttons
With the blue arrow button at the end of the row, it is possible to handle an individual offer.
The offer-specific actions mentioned above can also be performed on multiple offers at once. This is done by checking the offers, and when offers are selected, action buttons are activated at the bottom of the page according to what actions can be taken on the offer.
Actions
Through the Actions menu, it is possible to perform the listed actions on multiple offers at once. From the Open Offers view, it is also possible to send an offer. This function takes the offer to the sending process, where the channel is selected based on the customer's information.
Keywords: Open offers, offer list
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