Quote Report

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


Default Menu Location

Reports >> Quotes >> Quote Report

Quote Report screen - Click here for larger image

Quote Report screen - Click here for larger image


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