--- title: Browse the enquiry bank order: 3 updated: 2026-07-12 --- # Browse the enquiry bank The *Enquiry Bank* is the master list of every enquiry your firm has raised. From here you find an enquiry, read its status and amounts at a glance, filter and sort thousands of records, organise them into colour-coded folders, jump straight to an enquiry by its quotation number, and open any row to take action. This page documents everything on the list screen itself; the deeper modals (advanced search, folders, view customisation) each have their own page and are cross-linked below. Every read on this screen is gated by the *View Enquiry* permission (`enquiry.view`) and re-checked on the server — if you lack it, the list, the count, and the quotation-number lookup all return a `403` and nothing loads. Every filter you set is also re-validated server-side against a strict schema, so a hand-crafted or corrupted request can never crash the list for other users. ## Open the bank 1. Open *Sales* in the sidebar. 2. Click *View*. The page heading reads *Enquiry Bank*. The list loads `20` enquiries per page. Your current filters, sort, and page are all reflected in the page URL, so you can bookmark a filtered view or paste the link to a colleague and they will land on the same result set (subject to their own permissions). ## The filter row A row of five controls sits directly under the heading. Each one is an independent filter; leave any of them blank to not filter on that field. Filters combine with **AND** logic — a row must satisfy every control you have set. ### Customer A type-to-search picker that narrows the list to a single customer. Picking a customer **clears the *Contact Person* picker**, because a contact person only makes sense within one customer. ### Contact Person A type-to-search picker for a specific contact person. Its suggestions are scoped to the customer chosen in the *Customer* picker; with no customer selected it searches across all contact persons. ### Product Head Narrows to enquiries that contain at least one product under the chosen product head (category). Picking a head **clears the *Product Code* picker**. Internally the server resolves every product code that belongs to the head and matches enquiries whose line items reference any of them — so if the head has no codes yet, the result is simply empty. ### Product Code Narrows to enquiries whose line items include that exact product code. Its suggestions are scoped to the product head above when one is set. ### Status A dropdown that narrows to one enquiry state. Options (default `All`): - `All` — no status filter. - `Pending` (`pending`) — raised, not yet quoted or still open. - `Submitted` (`submitted`) — a quotation has been sent. - `Regret` (`regret`) — declined to quote. - `Lost` (`lost`) — quoted but the order went elsewhere. - `PO Arrived` (`poArrived`) — the customer sent a purchase order (converted, or ready to convert, to a sales order). You can pre-apply a status on every visit with *Default Status* in the options menu — see [Default status](#view-options-the-options-menu). ### The queued chip Whenever your firm has enquiries waiting to be sent, a small *Queued (N)* chip appears just below the filter row. Click it to toggle *Show queued only* on and off (the chip reads *Showing queued only* while active). This is the same toggle as the one in the options menu — see [Show queued only](#show-queued-only-and-send-mail). ### Clearing basic filters To clear one picker, clear that picker's value. To clear **everything** at once, open *Advanced Search* from the options menu and press *Reset all*, then *Apply filters* — or simply reload the bank without any filters in the URL. There is no separate reset button on the basic filter row itself. ## Reading the table Each row is one enquiry. The row's leading number is tinted with the **colour of the folder** the enquiry belongs to (grey if it has no folder). ### Columns The table ships with this column set. "Shown" columns appear by default; "Hidden" columns are available but off until you switch them on under *Toggle Columns*. - *Customer* — **shown.** The customer's name (truncated past 30 characters; the hover tooltip reveals the full name and GST number, plus a pencil to edit the customer inline). - *CP* — **shown.** The contact person's name, with a hover tooltip of their details. - *Product* — **shown.** Every product line on the enquiry, one under another; each has a hover tooltip with the full code and description. - *Quantity* — **shown.** The quantity of each line with its unit short-form. - *Price/Unit* — **shown.** The per-unit price of each line. The info tooltip breaks down *Total Amount*, *Discount (%)*, *Amount after Discount*, and *Amount with Tax (%)* for that line. - *Total* — **shown.** The enquiry's value **excluding tax, after per-line discounts** — that is, Σ (quantity × price/unit × (1 − discount%)) — formatted in rupees to two decimals (e.g. `₹1,23,456.00`). Additional charges and tax are not included in this column. - *Enquiry No* — **shown.** The enquiry's own reference number (truncated past 10 characters, full value on hover). - *Quotation No* — **hidden.** The short quotation number (the firm counter and revision, with the date prefix stripped); `—` when no quotation has been sent yet. - *Date Of Enquiry* — **shown.** The date the enquiry was received, in your device's date format. - *Status* — **shown.** The current status (Pending / Submitted / Regret / Lost / PO Arrived). - *PO Number* — **hidden.** The customer's purchase-order number once a PO is attached. - *PO Date* — **hidden.** The date on that purchase order. - *Folder* — **hidden.** The folder name, coloured with the folder's colour; blank when unassigned. - *Created By* — **shown.** The username of whoever raised the enquiry. - *Actions* — **shown.** See [Acting on a row](#acting-on-a-row). You can show, hide, and reorder these columns per device with *Toggle Columns*, and turn the hover tooltips off with *Tooltip Visibility* — both in the options menu, both covered in depth under [Customise your view](/docs/enquiry-bank/customise-your-view). ### Pagination Page controls appear below the table only when there is more than one page. Each page holds `20` enquiries; the total number of pages follows your active filters. Changing any filter or sort returns you to page 1. ### Sorting Sorting is **not** done by clicking column headers. The default order is by *Enquiry Date*, ascending. To change it, open *Advanced Search* from the options menu and use its *Sort* block — see [Sort](#sort-order) below. ## Advanced search When the five basic pickers are not enough, choose *Search → Advanced Search* from the options menu (*Filter enquiries with advanced rules*). The modal opens **pre-filled with whatever is currently applied**, so you build on your existing filters rather than starting over. Pressing *Apply filters* then replaces the active filter set with everything in the modal. A badge in the modal heading and next to the options button shows how many filters are active. All filters combine with AND. Advanced search has its own summary page too — see [Advanced search](/docs/enquiry-bank/advanced-search) — but the authoritative field list is here. ### References The same four pickers as the basic row: *Customer*, *Contact Person* (scoped to the customer), *Product Head*, and *Product Code* (scoped to the head). The same cascade-clear rules apply. ### Status and queued - A *Status* dropdown identical to the basic-row one (`All` by default). - A *Show queued only* checkbox — restricts to enquiries awaiting send. Off by default. ### Identifiers - *Enquiry No. contains* — free text; the server matches it as a **case-insensitive substring** of the enquiry number (e.g. `ENQ-2024`). Because it is treated as a pattern, unusual characters are matched literally against the stored number. - *Offer No. from* / *Offer No. to* — a numeric range on the internal offer/serial number (minimum `0`). Set either bound or both. ### Folders Shown only when your firm has at least one folder. Each folder is a toggle button (with its colour dot); select any number of them to include those folders, leave all unselected to include **every** folder. Matching is "in any of the selected folders". Manage the folders themselves from [Folders](#folders) below. ### Manufacturers (Makes) A multi-select search of manufacturers/brands. An enquiry matches only if it contains **all** of the makes you select (AND across makes, not OR). ### Associated Parties Only visible if you hold the *View Commissions List* permission (`enquiry.viewCommisionsList`); without it this section is hidden and any such filter is stripped from your request on the server too. It multi-selects people and matches enquiries whose associated-party expense list contains **all** of the selected persons. ### Amount range - *Min Amount* / *Max Amount* — a rupee range on the enquiry's computed value. Set either or both (minimum `0`). - *Apply discount before comparing* — when on, per-line discounts are subtracted before the amount is compared. **Off by default, and disabled until you enter a Min or Max.** - *Apply tax before comparing* — when on, per-line tax is added before comparing. **Off by default, and disabled until you enter a Min or Max.** The amount is computed on the server line-by-line (Σ quantity × price/unit, then optionally minus discount and plus tax per the two switches), so large lists filter and sort quickly without loading every record into the browser. ### Created By A dropdown of your firm's users to match the enquiry's creator; defaults to *Anyone*. ### Date ranges Three independent from–to range pickers: - *Enquiry Date* — when the enquiry was received. - *Offer Date* — when the quotation was sent. - *Order Date* — when the order/PO was recorded. ### Sort order - *Sort By* — one of `Enquiry Date` (default), `Enquiry No.`, `Offer No.`, `Offer Date`, `PO Date`, `Created At`, `Updated At`, or `Amount`. - *Direction* — `Ascending` (default) or `Descending`. Sorting by `Amount` uses the same server-side line-item computation as the amount filter. ### Reset and apply *Reset all* empties every field in the modal (including the date pickers). *Apply filters* closes the modal and loads the result. Nothing is saved as a preset — filters live only in the current URL, so clearing them or navigating away drops them. ## Search by quotation number Choose *Search → Search Quotation Number* from the options menu to jump straight to an enquiry (or the order it became) when all you have is the offer number. Type the number in **any** form — with or without dashes, zero-padding, spaces, a year prefix, or the revision suffix. All of these resolve to the same quotation: `2026-10234-R01` · `10234R01` · `10234 r 01` · `10234r1` · `202610234R01` · `004A` · `26/0000004/A` Press *Search* (or Enter). Behaviour: - If exactly one clear match is found, the app navigates to it immediately. - If several plausible matches exist, they are listed as cards — each showing the stored quotation number, an *Enquiry* or *Order* badge, the customer, the enquiry number, and the send date. Click the right one to open it. - If nothing matches, you see an empty-state prompt to try removing dashes, padding, or the revision suffix. Under the hood the server canonicalises both your input and every stored number (lower-cased, alphanumeric-only, leading zeros stripped per digit run) and scores candidates, trusting the base counter value and the revision but treating the date prefix as optional. It scans up to the `5000` most recent sent quotations and returns at most `20` candidates. Input is capped at `80` characters. If a matching quotation's enquiry was deleted and never converted to an order, that result is skipped rather than shown as a dead link. An *Order* result opens the sales order; an *Enquiry* result opens the enquiry detail. See [Generate a quotation](/docs/enquiry-bank/generate-quotation) for how these numbers are assigned and [Sales orders](/docs/enquiry-bank/orders) for the order side. ## Folders Folders group enquiries by project, client, or any label your team agrees on, and colour their rows in the bank. Choose *Folders → Manage Folders* from the options menu to open the full-screen *Manage Folders* modal. Folders are **firm-wide** — everyone who can view the bank sees and can filter by the same set. ### Add a folder Press *+ Add Folder* and fill in: - *Folder Name* — required. Must be **unique across the firm**; a duplicate name is rejected with a "folder already exists" message. - *Description (optional)* — free text; sanitised on the server (any embedded scripts are stripped and logged). - *Color* — a swatch picker with nine presets (`#ef4444`, `#f97316`, `#eab308`, `#22c55e`, `#06b6d4`, `#3b82f6`, `#8b5cf6`, `#ec4899`, `#f43f5e`) plus a full custom hue/saturation area and a hex field. Defaults to `#3b82f6` (blue). ### Edit or delete a folder Each row in the folder table has *Edit* (change name, description, or colour) and *Delete*. Deleting asks for confirmation and runs an in-use check first: enquiries inside a deleted folder are **not** removed — they simply become unassigned. The list supports a search box (matches folder name/description) and loads more folders as you scroll. ### Assigning enquiries to folders You do **not** assign an enquiry to a folder from this list screen. A folder is picked on the *Add Enquiry* form (when the firm has folders) or changed later via the enquiry's *Edit* screen — one folder per enquiry, or none. Then filter the bank by folder from the basic row is not offered; use the *Folders* section of [Advanced Search](#folders) or the dedicated [Folders](/docs/enquiry-bank/folders) page. ## View options (the options menu) The button at the top right (the sliders icon) opens the options menu. Its controls are grouped into three blocks separated by dividers. **View** - *Toggle Columns* — show, hide, and drag-reorder table columns. Saved per device. - *Tooltip Visibility* — turn the *Customer*, *Contact Person*, *Product*, and *Price/Unit* hover previews on or off (all on by default; a *Reset* link restores them). Saved per device. - *Default Status* — pick a status that is pre-selected every time you open the bank, with a *Reset* to clear it. Saved per device; it only applies on the first load when no filter is already in the URL. All three are covered in full on [Customise your view](/docs/enquiry-bank/customise-your-view). **Search & Organize** - *Search* — a submenu with [Advanced Search](#advanced-search) and [Search Quotation Number](#search-by-quotation-number). - *Folders* — a submenu with [Manage Folders](#folders). **Shortcuts** - *Show queued only* — see below. - *Customer Follow-up* — opens the [follow-up screen](/docs/enquiry-bank/follow-up) for chasing quotations that have no PO yet. ## Show queued only and Send Mail *Show queued only* (from the options menu or the [queued chip](#the-queued-chip)) narrows the list to enquiries that have been queued for sending but not yet dispatched. A counter badge shows how many are queued. While this filter is active, each queued row gains an amber *Send Mail* shortcut in the *Actions* column that opens the quotation send modal directly — no need to open the enquiry first. That shortcut appears only if you hold the *Send Offer* permission (`enquiry.sendOffer`); without it, queued rows still show but offer no Send Mail button. ## Acting on a row The *Actions* column always shows a *View* link that opens the enquiry's detail screen. When *Show queued only* is on, queued rows may also show *Send Mail* as described above. For everything else — *Edit*, *Copy Enquiry*, *Delete*, attachments, notes, PO attachment, and so on — open the enquiry first and use its actions menu. See [View an enquiry](/docs/enquiry-bank/view-enquiry) and [Edit or copy an enquiry](/docs/enquiry-bank/edit-copy-enquiry). ## Common questions ### Why does an enquiry I raised not appear in my list? Almost always an active filter is excluding it, or it sits on a later page. Clear all filters (open *Advanced Search* → *Reset all* → *Apply*, or reload without filters) and check the pagination. A default status set under *Default Status* also silently narrows the list on first load. ### Are the filters saved when I leave the page? They live in the page URL, not a saved preset. Bookmark the URL to keep a filtered view; otherwise the filters clear when you navigate away or reload without them. There is currently no way to save a named search. ### Can I bulk-act on several enquiries? The bank works one enquiry at a time. Bulk sending of reminders lives on the *Customer Follow-up* screen — see [Follow-up](/docs/enquiry-bank/follow-up). ### How do I sort by amount or offer date? Open *Advanced Search* and use the *Sort* block. Column headers in the table are not clickable for sorting. ### The Total column looks lower than my quotation — why? The *Total* column is the value **after per-line discounts but before tax**, and it excludes additional charges. Tax, additional charges, and the grand total are shown on the enquiry's own detail screen. See [View an enquiry](/docs/enquiry-bank/view-enquiry). ### I typed a quotation number and got several results — which is right? When the number is ambiguous (for example you typed only the base counter and it exists across revisions or across an enquiry and its order), the app lists every plausible hit with a customer, date, and *Enquiry*/*Order* badge. Pick the one whose customer and date you recognise. ### Who can create or delete folders, and does deleting one lose enquiries? Folders are firm-wide; managing them needs the relevant permission (if *Manage Folders* is missing, ask your administrator). Deleting a folder never deletes enquiries — they just become unassigned. See [Folders](/docs/enquiry-bank/folders).