Contents
- What reporting options are available for quotations?
- List All Quotations
- List Outstanding Quotations
What reporting options are available for quotations?
There are two reports that can be generated for quotations:
List All Quotations
What information does this report provide?
This report displays the following information about quotations:
- The quotation number.
- The date the quotation was created.
- The sales representative's code the quotation was assigned to.
- The debtor's account number the quotation was created for.
- The customer reference entered when the quotation was created.
- The user the quotation was created by.
- The sales order number it is linked to.
- The date the sales order was created.
- The sales order's total value.
- The status of the quotation or order.
- The quotation type.
- The total value of all quotations listed as per your specified parameters.
- The total value of all sales orders listed as per your specified parameters.
What are the steps to generate this report?
Navigate to the correct window
- Navigate to Orders / Quotations / List Quotations.
Enter the report parameters
- If you wish to only list quotations assigned to a certain sales rep, enter (or select) the appropriate rep code in the Rep Code text box.
- If you wish to only list quotations entered by a certain user, enter (or select) the appropriate user in the Entered By text box.
- Enter the appropriate date range in the From Date and To Date text boxes.
- If you only want to list quotations with a certain status, select the appropriate status from the Status dropdown list.
Generate the report
- Click the Accept button.
Depending on a selected quotation’s status, a button will be available suggesting the status to which that of the quotation can be changed. Click the “Set To ….” button to change the quotation’s status.
Click the “Set To ….” button to change the quotation’s status.
Print the report
This step is optional.
- Click the Print button.
- Specify the Print Options.
- Click the OK button.
List Outstanding Quotations
What information does this report provide?
- The quotation number.
- The date the quotation was created.
- The sales representative's code the quotation was assigned to.
- The debtor account the quotation was created for.
- The user the quotation was created by.
- A list of the items on a quotation.
- The quantity of the item on the quotation.
- The value of each item on the quote.
- The description of each item is displayed when it is selected.
- The total value of the items on all of the outstanding quotes.
What are the steps to generate this report?
Navigate to the correct window
- Navigate to Orders / Quotations / Outstanding Quotations.
Enter the report parameters
- Enter (or select) the appropriate item number in the Item Number text box to only display quotations containing a certain item, or leave it blank for all.
- Enter the appropriate date range in the From Date and To Date text boxes.
Generate the report
- Click the Accept button.
Print the report
This step is optional.
- Click the Print button.
- Specify the Print Options.
- Click the OK button.