Review POS estimates and expiry
Find unanswered proposals and distinguish response, expiry and outstanding value.
Before you start
Open Tickets → Presupuestos and expand Filtros. Use the document number or an approximate date range to locate the estimate.
Check the date range
Search accepts a number, customer, phone, device or IMEI. Use Hoy, Semana, Mes or custom dates. If Últimos 90 días appears, the query is still limited to that window; Ver todo el histórico removes the limit.
Separate response from expiry
Respuesta offers Sin respuesta, Aceptados and Cancelados. Vigencia separates Vigentes, Caducan pronto and Caducados. Filters combine; resolved estimates are no longer classified as awaiting expiry.
Read the amounts
Presupuestados shows the filtered document count and amount. Aceptados counts estimates converted to sales. Sin respuesta excludes accepted and cancelled estimates from both count and outstanding amount. The acceptance rate compares accepted estimates with the whole filtered set.
Review the document before acting
The expiry date stored when the estimate was issued takes precedence over later settings changes. Older documents without a stored date use their creation date. Open the proposal to check its details before converting, cancelling, sending or printing.
Check the result
Check the date range, response and expiry before acting. Aceptado here means converted to a sale; it does not describe a repair quote approved by email.