Overview:
This article explains how to use filters in Sales Assistant to quickly locate products that match specific criteria, such as category, subcategory, vendor, and other available attributes.
Process:
Go to My Apps and open Okta.
In Okta, search for X4A and open it.
Tip: You can also access Xvantage for Associates directly from My Apps.
In X4A, hover over the left navigation menu and select Sales.
Select CRM from the Sales sub-menu.
In the CRM left navigation menu, navigate to Sales > Quotes.
Ensure that your view is All Quotes EMEA to be able to view all quotes.
Locate the quote by clicking the column header and use the Filter By option or the Filter by keyword bar.
Open the quote.
On the command bar, select Sales Assistant.
If Sales Assistant is not visible, select the ellipsis icon (⋮) menu to view additional commands.
The X4A Sales Assistant page opens.
In the My Quote pane, select the Filter icon next to the Sort option.
The filter pane opens on the right side of the page.
Select the desired filter criteria, such as:
Category
Subcategory
Vendor
The product list updates automatically based on the selected filters.