Quote Report

Modified on Fri, 28 Mar 2014 13:40 by katie Categorized as Quoting

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==Default Menu Location==

Reports >> Quotes >> Quote Report

[imageauto|Quote Report screen - Click here for larger image|{UP}/Quoting/sm.quoterpt.png|^{UP}/Quoting/quoterpt.png]

==General Description==

The Quote Report allows you to run a summary or detail report of open, closed or all quotes for a particular date range.


==Fields/Filters==

'''RFQ Date Range''' Enter a beginning and end date for the Quote creation date.  Leave fields empty to see all.

'''Load Date Range''' Enter a beginning and end date for the Quote load date.  Leave fields empty to see all.

'''Customer''' Enter a customer code to view quotes specifically for this customer.  Leave field empty to see all.

'''Item''' Enter an item to view quotes specifically for this item.  Leave field empty to see all.

'''RFQ Type''' Select a specific quote type from the drop-down to view only these quotes.  Leave field empty to see all.

'''Salesperson''' Select a specific salesperson from the drop-down to view only quotes created for this salesperson.  Leave field empty to see all.

'''Acct Manager''' Select a specific account manager from the drop-down to view only quotes created for this account manager.  Leave field empty to see all.

'''Warehouse''' Select a specific warehouse from the drop-down to view only quotes for this warehouse.  Leave field empty to see all.

'''Exclude Freight/Packing''' Enable this box to exclude the freight or packing amounts from the report.

'''Sort By''' Choose the method by which to sort the report.

'''Report Style''' Choose the information to display on the report.  Summary will show quote totals and detail will show items with totals.  The Export Summary style is in a format that will easily export to Excel.

'''Status''' Choose the Quote Status that you want to see:  Open, Closed or All quotes

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Quote Report