Find an Estimate Using the Search Tool

Using the search tool can be a great way to filter through clients and find estimates.

In the Point of Sale window, click on the blue magnifying glass next to the estimate field. 

The client field is also a way to search among different estimates. You can type the first few letters of the client's name or the first few digits of the phone number while using the search magnifying glass to refine the result.

The same steps can be applied to product fields. Other fields can be used to improve search results.

Once you clicked on the right estimate, GEM-WORK will bring you back to the Point of Sale as if you never left the sale.