Orders & Quotes list
Easify Web uses one Orders & Quotes list (there is no separate Quotes menu). Quotes are orders of a quote type in the same grid.
The search box is on the title row, to the right of Orders & Quotes. Clear it with the X or Escape. Status, paid, invoiced, and year filters stay as they are.
Toolbar:
- Add — new order
- Open — selected order, or double-click
- Copy — copies the order and stays on the list
- Status (default Active), paid, invoiced, and year filters
- Columns and Help
Late unpaid invoiced rows and cancelled orders are highlighted. Footer totals appear when Net, VAT, or Gross columns are visible.
[Desktop screenshot of the Easify Web Orders & Quotes list. Light theme. Sidebar item Orders & Quotes highlighted. Title row: Orders & Quotes on the left and a wide search box on the same line to its right (placeholder Search orders). Toolbar below, with no search box: Add, Open, Copy, Status dropdown set to Active, Paid, Invoiced, Year, Columns, Help. AG Grid with columns such as Order No, Customer, Status, Type, Net, VAT, Gross. Several sample rows; one cancelled row visually distinct; one selected. Pager and optional footer totals.]
Continue: Raising and editing an order.