The Page “Offers” contains the list of handled Offers.
Each row in the list of Offers contains the following columns:
- ID – (inner ID in the database)
- Full Name – the Full name of the Customer
- Email Address – the email address of the Customer (if exist in the XML file)
- Case N. – the Case Number of the Offer
- Status – can be “Pending” and “Sent”
- Buttons – “Open”, “Send”, “Delete”
The button “Open” will open the generated PDF file. (the PDF file will be opened in a new window)
The button “Send” will appear if the Offer is already approved and can be (was) sent to the Customer’s email address. If the Offer in XML file is not yet approved and does not contain the email address, then this button will be hidden.
When the button “Send” is available then by clicking on this button will open the popup window with the confirmation request. If you will confirm then the Offer will be sent to the Customer again.
The button “Delete” will initiate the deletion of the generated PDF Offer and this PDF will become generated again. Please keep in mind that the plugin will take 5 minutes of pause between each new attempt to generate a new PDF Offer. If this regeneration process will be launched for the XML file which already contains the Customer’s email address then this PDF Offer will be sent again to the Customer’s email address after the PDF regeneration process will be finished.
