Filters help make quote creation more agile, especially when there is a large product database registered in the system.
How to configure product database filters?
Go to Administration > Fields and forms;
Select the Product form > Filter of products base;
Add the field you want to use as a filter, or click Add field > Create field to create a new field;
Click Save form.
Where do product database filters appear?
The filters are available when you add products to a quote.
When you select a value in one of these filter fields, the database will be segmented and will display only the products that meet the defined criteria, making the search faster and more accurate.
Did this article help you? Leave your feedback below so we can continue improving our knowledge base. 😊
Do you still have questions? Don’t hesitate to contact Support via the platform chat or by email at suporte@ploomes.com